Officer · Prosperitas Financial, LLC
Robert J. Clark
CRD 7284518 · Named on Form ADV at one SEC-registered adviser
At a glance
Prosperitas Financial, LLC, an SEC-registered wealth manager based in Valencia, CA with $812 million in regulatory assets, lists Robert J. Clark on its Form ADV as Officer, a control person.
Firms and roles
- Prosperitas Financial, LLCOfficerWealth manager · Valencia, CA · $812M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Mark T. PetersenChief Compliance Officer & COO, Prosperitas Financial, LLC
- Christopher M. IngramCEO, Prosperitas Financial, LLC
- Scott ZimmermanOfficer, Prosperitas Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.