Mark PetersonCRD Number: 6187994
Current Firm: Tortoise Investments Partners, LLC
Mark Peterson (CRD# 6187994) is an Investment Advisor Representative working at Tortoise Investments Partners, LLC in Leawood, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Tortoise Securities, LLC||Leawood, KS||Jul 2017 - Current||< 1|
|Tortoise Investment Partners, LLC||Leawood, KS||Nov 2016 - Current||1|
|Montage Securities, LLC||Leawood, KS||Apr 2013 - Jul 2017||4|
|Montage Investments, LLC||Leawood, KS||Apr 2013 - Nov 2016||3|
|Baron Bmw||Merriam, KS||Dec 2012 - Apr 2013||< 1|
|Marriott Vacation Club||Lahaina, HI||Apr 2012 - Dec 2012||< 1|
|Lancaster Liquor||Leawood, KS||Jan 2012 - Apr 2012||< 1|
|Labadega||Leawood, KS||Jan 2012 - Apr 2012||< 1|
|Grand Wailea||Wailea, HI||Aug 2011 - Jan 2012||< 1|
|Diamond Resorts||Lahaina, HI||Apr 2011 - Aug 2011||< 1|
|Unemployed||Lahaina, HI||Jun 2010 - Apr 2011||< 1|
|Hnu Energy||Wailuku, HI||Dec 2009 - Jun 2010||< 1|
|Starwood Vacation Ownership||Lahaina, HI||Jan 2008 - Dec 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
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