Joseph Clark has been an investment adviser representative at Adapt Wealth Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners.
Adapt Wealth Advisors, LLC is an Atlanta, GA firm with $469M under management, 463 clients and 10 advisers across 3 offices, as of its September 2026 filing.
Joseph Clark’s longest registration was 1 year at Raymond James & Associates, Inc. (2023–2025). Before joining Adapt Wealth Advisors in 2025, Joseph Clark was registered through Raymond James & Associates, Inc.
- Adapt Wealth Advisors, LLCCurrent– present · 1 yearAtlanta, GA · Adviser representative · Firm CRD 329448
- Raymond James & Associates, Inc.– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Joseph Clark is registered as an investment adviser representative in Georgia, since April 2025.
- GeorgiaSince 11 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 August 2023 |
| Series 7TO | General Securities Representative Examination | 6 July 2023 |
| SIE | Securities Industry Essentials Examination | 6 June 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joseph A Clark
- CRD
- 7737510
- Firm
- Adapt Wealth Advisors · CRD 329448
- Office
- 6285 BARFIELD RD., SUITE 250, Atlanta, GA 30328
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Clark work?
Joseph Clark is an investment adviser representative registered through Adapt Wealth Advisors, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Clark a financial advisor?
Yes. Joseph Clark has a current investment-adviser registration in Georgia, through Adapt Wealth Advisors since April 2025.
How many years of experience does Joseph Clark have?
Joseph Clark has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Joseph Clark passed?
Joseph Clark has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2023.
Where did Joseph Clark work before Adapt Wealth Advisors?
Before Adapt Wealth Advisors, Joseph Clark was registered through Raymond James & Associates, Inc., August 2023 to March 2025.
Where is Joseph Clark based?
Joseph Clark’s registered office is in Atlanta, GA.
Is Joseph Clark registered with FINRA?
No. Joseph Clark has no current broker registration.
How can I verify Joseph Clark’s record?
Search CRD 7737510 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Clark’s full registration record.
Jake BryantMember, Manager and Chief Executive Officer- Donnie RobinsonChief Operating Officer
- Roseann HigginsChief Compliance Officer