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Inactive

Mark William Starner

Ned Davis Research, Inc.

Canton, GA

Sarasota, FL

CRD 4257677

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Employer firm

Ned Davis Research, Inc. CRD 112260

$2.22M regulatory AUM 1,577 advisory clients

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Pension consulting
  • Periodicals / newsletters
  • Security ratings or pricing
  • Market timing
  • Educational seminars

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

Current Employers
Ned Davis Research, Inc.

3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-27
  • GA RA
    APPROVED
    Since 2025-10-27

Branch Locations

Canton, GA • United States

3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • 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
Raymond James & Associates, Inc. Atlanta GA 06/2008 05/2018
Wolfe Research Securities New York NY 06/2018 03/2022
Rosenblatt Securities New York NY 03/2022 08/2023
Northcoast Research Partners, Llc Cleveland OH 09/2023 06/2025
Ned Davis Research, Inc. Sarasota FL 07/2025 Present
  • 06/2008 → 05/2018
    Raymond James & Associates, Inc.
    Atlanta, GA
  • 06/2018 → 03/2022
    Wolfe Research Securities
    New York, NY
  • 03/2022 → 08/2023
    Rosenblatt Securities
    New York, NY
  • 09/2023 → 06/2025
    Northcoast Research Partners, Llc
    Cleveland, OH
  • 07/2025 → Present
    Ned Davis Research, Inc.
    Sarasota, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2001-11-19
  • S66 Uniform Combined State Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2001-11-19

View on SEC IAPD

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