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Mark Patrick Collard

Landmark Wealth Management

Getzville, NY

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Current Employers
Landmark Wealth Management

2410 North Forest Road Suite 101, Getzville, NY 14068 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-21
NY RA APPROVED 2021-04-08
  • TX RA
    APPROVED_RES
    Since 2022-11-21
  • NY RA
    APPROVED
    Since 2021-04-08

Branch Locations

2410 North Forest Road Suite 101, Getzville, NY 14068 • 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
Landmark Wealth Management Getzville NY 01/2005 Present
Previous Registrations
  • 2004-10-20 → 2005-02-15
    Banc Of America Investment Services, Inc.
    Buffalo, NY
  • 2003-03-05 → 2004-10-20
    Quick & Reilly, Inc.
    Buffalo, NY
Other Businesses

Try-It Distributing; NIR; 4155 Walden Ave - Lancaster, NY 14086; Beverage Distribution; Board Member; 1/1/2013; 4 hour per quarter; Mark is a board member that works in an advisory capacity, assisting the company in assessing business related matters.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-01
S63 Uniform Securities Agent State Law Examination 2000-10-19
  • S65 Uniform Investment Adviser Law Examination
    2001-10-01
  • S63 Uniform Securities Agent State Law Examination
    2000-10-19

View on SEC IAPD

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