Mark Vincent Petersen
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Crescent Advisor Group, Inc.Aug 2025 to now
- Crescent Securities Group, Inc.Aug 2025 to now
- Green Vista Capital, LLCAug 2024 to Aug 2025
- Lighthouse Life CapitalMay 2022 to Jan 2025
- International Assets Advisory, LLCMay 2022 to Dec 2023
- International Assets Investment Management, LLCFeb 2022 to Dec 2023
- Concierge for Advisors, LLCDec 2021 to Dec 2021
- Colorado Financial Service CorporationAug 2020 to Dec 2021
- MBDS GroupJan 2020 to Apr 2020
- Emerson Equity LLCMar 2015 to Jul 2020
- MBD SolutionsFeb 2015 to Dec 2019
- GWG Holdings, Inc.Feb 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Crescent Advisor Group, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 1398258
- 115974