Unclaimed Profile

Thomas Bradford Clark

CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 24, Series 51, Series 63CFPClean record26 years registeredCLARIFY WEALTH MANAGEMENT, INC.

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 2650734Firm CRD# 172355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Bradford Clark · CINCINNATI, OH

Registration

CRD #2650734 · CLARIFY WEALTH MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLARIFY WEALTH MANAGEMENT, INC.

CX INSTITUTIONAL, LLC

Oct 2024 – Oct 2025

Blue Ash, OH

CLARIFY WEALTH MANAGEMENT

Oct 2014 – Nov 2024

CINCINNATI, OH

LPL FINANCIAL LLC

Oct 1999 – Oct 2015

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · October 18, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARIFY WEALTH MANAGEMENT, INC.

CRD 172355 · SEC 801-108586

AUM

$410M

Regulatory assets under management

Employees

1,552 client accounts

Services offered by CLARIFY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARIFY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Bradford Clark offer?

Thomas Bradford Clark specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Thomas Bradford Clark's credentials?

Thomas Bradford Clark holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Bradford Clark located?

Thomas Bradford Clark is based in CINCINNATI, Ohio, last registered with CLARIFY WEALTH MANAGEMENT, INC..

How does Thomas Bradford Clark charge for services?

Thomas Bradford Clark's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARIFY WEALTH MANAGEMENT, INC.?

CLARIFY WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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