Mark Patrick Collard

Employer firm

Landmark Wealth Management CRD 109379

$680M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Landmark Wealth Management
  Getzville, NY

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

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