Mark Kress (CRD# 3110596) is an Investment Advisor Representative working at Arden Advisory LLC in Orinda, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Arden Advisory LLC | Orinda, CA | Mar 2019 - Current | 5 |
Entoro Securities, LLC | Houston, TX | Jan 2019 - Current | 5 |
Entoro Capital, LLC | Houston, TX | Jan 2019 - Current | 5 |
Self Employed | Orinda, CA | Aug 2014 - Current | 9 |
Safed Capital Management | North Plainfield, NJ | Aug 2016 - Oct 2017 | 1 |
Jms Prime Llc-an Instl Div Compass Securities Corp | Braintree, MA | Feb 2015 - Jul 2016 | 1 |
Jms Prime LLC | Oakland, CA | Oct 2014 - Jul 2016 | 1 |
Ohana Associates | Marin, CA | Jul 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2019 |
- CA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$8,500,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA
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