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Mark David Lobello

Catalyst Financial Partners

Boston, MA

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Current Employers
Catalyst Financial Partners

One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-07
MA RA APPROVED 2021-08-31
  • TX RA
    APPROVED
    Since 2021-12-07
  • MA RA
    APPROVED
    Since 2021-08-31

Branch Locations

One Marina Park Drive 16Th Floor, Boston, MA 02210 • 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
Bny Mellon Boston MA 03/2005 08/2021
Catalyst Financial Partners Boston MA 08/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-30
S63 Uniform Securities Agent State Law Examination 2000-08-31
  • S65 Uniform Investment Adviser Law Examination
    2021-08-30
  • S63 Uniform Securities Agent State Law Examination
    2000-08-31

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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