Panama City Beach, FL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Mark is the president of Capital Strategies, where he receives IAR and securities payments, and also engages in non-brokerage mergers and acquisitions, dedicating a few hours per week and about a quarter of his time, respectively. He also introduces clients and provides investment advice for FamilyWealth Advisers, LLC, spending minimal time, and is a managing principal at Vercor, focusing on mergers and acquisitions for a few hours per week. Mark also receives minimal insurance income from renewals.