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Mark Edward Stratton

Private Client Advisor Group, LLC

Palm City, FL

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Current Employers
Private Client Advisor Group, Llc

901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TX RA APPROVED_RES 2024-06-14
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2024-06-14

Branch Locations

901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Plainview NY 05/2007 01/2017
Private Client Advisor Palm City FL 05/2007 01/2017
Motiv8 Investments Llc Stuart FL 01/2017 01/2022
Motiv8 Investments Llc Stuart FL 02/2017 01/2022
Owlfi Ria, Llc Lenexa KS 12/2021 Present
Private Client Advisor Group, Llc Palm City FL 02/2024 Present
Previous Registrations
  • 2022-01-03 → 2024-08-01
    Owlfi
    Lenexa, KS
    Palm City, FL
    Lenexa, KS
  • 2017-09-05 → 2022-01-18
    Motiv8 Investments Llc
    Port St Lucie, FL
  • 2012-10-02 → 2017-01-28
    Lpl Financial Llc
    Palm City, FL
    Massapequa, NY
    Massapequa, NY
    Melville, NY
Other Businesses

Independent insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-29
S63 Uniform Securities Agent State Law Examination 1992-01-28
  • S66 Uniform Combined State Law Examination
    2012-09-29
  • S63 Uniform Securities Agent State Law Examination
    1992-01-28

View on SEC IAPD

Other Firms

WALEN FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
B. RILEY WEALTH ADVISORS, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
STIRLINGSHIRE INVESTMENTS
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALEX GARRETT ASH
Christine Ann Krygielski
BRADLEY DAVID ROBERTS
ANDREW STANFORD ROGERS
SHERRI LYNN STANSBURY
CAREY M STANSBURY
JOSEPH ANTHONY PINO
TIMOTHY LAVERNE WHETRO

Other Offices

WALEN FINANCIAL GROUP, LLC · TOLEDO, OH
LPL FINANCIAL LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH
B. RILEY WEALTH ADVISORS, INC. · Toledo, OH
CAPITAL INVESTMENT ADVISORY SERVICES, LLC · TOLEDO, OH
STIRLINGSHIRE INVESTMENTS · Toledo, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
AMERIPRISE FINANCIAL SERVICES, LLC · TOLEDO, OH

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