Mark Edwards (CRD# 1073643) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homestead Advisers Corp. | Arlington, VA | Jan 2024 - Current | < 1 |
| Re Investment Corporation | Arlington, VA | Sep 2019 - Current | 4 |
| Re Advisers Corporation | Arlington, VA | Apr 2022 - Dec 2023 | 1 |
| Re Advisers Corporation | Arlington, VA | Jul 2020 - Apr 2022 | 1 |
| Re Advisers Corporation | Arlington, VA | Sep 2019 - Jul 2020 | < 1 |
| Nreca | Arlington, VA | Jan 2019 - Aug 2019 | < 1 |
| Nreca | Arlington, VA | Sep 2017 - Jan 2019 | 1 |
| Nreca | Arlington, VA | Dec 2015 - Sep 2017 | 1 |
| Nreca | Arlington, VA | May 2014 - Dec 2015 | 1 |
| Re Advisers Corporation | Arlington, VA | May 2014 - Dec 2014 | < 1 |
| Nreca | Arlington, VA | Feb 2014 - May 2014 | < 1 |
| Re Advisers Corporation | Arlington, VA | Feb 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
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Total Assets Under Management7,208MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$360,420,370
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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