Daniel Clark has been an investment adviser representative at Solidarity Wealth since March 2022, and is not listed among the firm’s executive officers or direct owners. Daniel Clark holds a Bachelor of Science in Business Management from W. P. Carey School of Business, Arizona State University.
Solidarity Wealth, LLC is a Lehi, UT firm with $704M under management, 218 clients and 8 advisers in one office, as of its August 2026 filing.
Danny Clark is Wealth Advisor of Solidarity Wealth. He creates personalized retirement and financial plans for families and has over a decade of experience in the financial services and banking industry. Before joining the firm, he was a Wealth Advisor at another firm and spent 12 years at Wells Fargo in Park City as a regional private banker.
Daniel Clark’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2012–2021). Before joining Solidarity Wealth in 2022, Daniel Clark was registered through Kera Capital Partners and Wells Fargo Clearing Services, LLC.
- Solidarity Wealth, LLCCurrent– present · 4 yearsLehi, UT · Adviser representative · Firm CRD 315843
- Kera Capital Partners– · under a yearPark City, UT · Adviser representative · Firm CRD 312875
- Wells Fargo Clearing Services, LLC– · 8 yearsPark City, UT · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Daniel Clark is registered as an investment adviser representative in Utah, since March 2022.
- UtahSince 18 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 May 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 June 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6064275
- Firm
- Solidarity Wealth · CRD 315843
- Office
- 3600 N OUTLET PARKWAY, SUITE 200, Lehi, UT 84048
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidaritywealth.com
Where does Daniel Clark work?
Daniel Clark is an investment adviser representative registered through Solidarity Wealth, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Clark a financial advisor?
Yes. Daniel Clark has a current investment-adviser registration in Utah, through Solidarity Wealth since March 2022.
How many years of experience does Daniel Clark have?
Daniel Clark has 14 years in the financial industry, since July 2012, across 3 adviser firms.
What exams has Daniel Clark passed?
Daniel Clark has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in June 2012. FINRA credited Daniel Clark with the SIE, which began in October 2018.
Where did Daniel Clark work before Solidarity Wealth?
Before Solidarity Wealth, Daniel Clark was registered through Kera Capital Partners, August 2021 to March 2022; Wells Fargo Clearing Services, LLC, August 2012 to August 2021.
Where is Daniel Clark based?
Daniel Clark’s registered office is in Lehi, UT.
Is Daniel Clark registered with FINRA?
No. Daniel Clark has no current broker registration.
How can I verify Daniel Clark’s record?
Search CRD 6064275 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Clark’s full registration record.
