Investment adviser representative · Oak Harbor Wealth Partners
David A. Clark Jr.
CRD 8127297 · Raleigh, NC
At a glance
David A. Clark Jr. is an investment adviser representative with Oak Harbor Wealth Partners in Raleigh, NC, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Oak Harbor Wealth PartnersSince September 2026Raleigh, NC · $288M in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.