Mary Clark has been Chief Compliance Officer of Cycap Partners since March 2025, is a control person of the firm and directly owns between 50% and 75% of it. Mary Clark holds a Bachelor of Science from the University of Florida and a Certificate in Financial Planning from Florida State University.
Cycap Partners, LLC is a Tallahassee, FL firm with $143M under management, 281 clients and 2 advisers in one office, as of its March 2026 filing.
Kate Clark is Managing Partner of Cypress Capital, which she founded in 2018. She started her career in 2007 with First Franklin Financial and later moved to AMB Wealth and Barnes Capital Group before founding the firm. She teaches Retirement Planning and Insurance Planning at Florida State University as part of the Certificate in Financial Planning Program.
Mary Clark’s longest registration was 6 years at Allen, Mooney & Barnes Investment Advisors, LLC (2010–2016). Before joining Cycap Partners in 2025, Mary Clark was registered through Independent Advisor Alliance, LLC and Independent Financial Partners.
- LPL Financial LLCAlso current– present · 5 yearsTallahassee, FL · Adviser representative · Firm CRD 6413
- Independent Advisor Alliance, LLC– · 6 yearsTallahassee, FL · Adviser representative · Firm CRD 168267
- Independent Financial Partners– · 2 yearsTallahassee, FL · Adviser representative · Firm CRD 125112
- Allen, Mooney & Barnes Investment Advisors, LLC– · 6 yearsTallahassee, FL · Adviser representative · Firm CRD 113106
Professional designations
Listed by Cycap Partners
- Accredited Investment Fiduciary (AIF®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Plan Fiduciary Advisor (CPFA®)
Investment adviser representative registrations
Mary Clark is registered as an investment adviser representative in 2 states. The first approvals date from February 2021; the most recent is Texas, in May 2025.
- FloridaSince 22 February 2021
- TexasSince 23 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 August 2010 |
| Series 7 | General Securities Representative Examination | 15 January 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mary Kathryn Clark
- CRD
- 5404074
- Firm
- Cycap Partners · CRD 335347
- Role
- Chief Compliance Officer
- Office
- 1415 PIEDMONT DR. E, SUITE 1, Tallahassee, FL 32308
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cypress.capital
Where does Mary Clark work?
Mary Clark has been Chief Compliance Officer of Cycap Partners, LLC since March 2025, and is a control person of the firm.
Is Mary Clark a financial advisor?
Yes. Mary Clark has a current investment-adviser registration in Florida and Texas, through Cycap Partners since May 2025.
How many years of experience does Mary Clark have?
Mary Clark has 17 years in the financial industry, since January 2009, across 5 adviser firms.
What exams has Mary Clark passed?
Mary Clark has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2009. FINRA credited Mary Clark with the SIE, which began in October 2018.
Where did Mary Clark work before Cycap Partners?
Before Cycap Partners, Mary Clark was registered through Independent Advisor Alliance, LLC, April 2019 to May 2025; Independent Financial Partners, October 2016 to April 2019; Allen, Mooney & Barnes Investment Advisors, LLC, August 2010 to October 2016.
Where is Mary Clark based?
Mary Clark’s registered office is in Tallahassee, FL.
Is Mary Clark registered with FINRA?
Yes. Mary Clark has a current broker registration, under CRD 5404074.
Source: FINRA BrokerCheck
Is Mary Clark a CFP?
Cycap Partners lists Mary Clark with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mary Clark’s record?
Search CRD 5404074 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mary Clark’s full registration record.
