Mark David Heisey

Current Employers

Employment History

• 01/2006 → 06/2024
  Securities America, Inc
  West Bloomfield, MI
• 06/2009 → Present
  Dalon Tax Service
  Allen Park, MI
• 12/2011 → 06/2024
  Securities America Advisors, Inc.
  Allen Park, MI
• 02/2018 → 03/2021
  Cedar Brook Financial Partners, Llc
  Allen Park, MI
• 03/2021 → 11/2024
  Arbor Point Advisors
  Allen Park, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Allen Park, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Allen Park, MI
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2021-03-01 → 2024-11-08
  Arbor Point Advisors
  Allen Park, MI
• 2011-12-08 → 2024-06-14
  Securities America Advisors, Inc.
  Allen Park, MI
• 2018-03-01 → 2021-03-16
  Cedar Brook Group
  Allen Park, MI
  Wyandotte, MI
  Cleveland, OH

Other Businesses

1. CLC CORPORATION NOT INVESTMENT RELATED - EDUCATION - INSTRUCTOR - 09/2005 - APPROX 5 HRS/MOTH (APPROX 5 HRS MONTH DURING TRADING HRS) - CLASS INSTRUCTION THROUGH HUMAN RESOURCES DEPARTMENTS. 2. SECURITIES AMERICA ADVISORS, INC. INVESTMENT-RELATED - ALLEN PARK, MI - INVESTMENT ADVISER - INVESTMENT ADVISER REPRESENTATIVE - 12/2011 - APPROX 40 HRS/MONTH (APPROX 40 HRS/MONTH DURING TRADING HRS) - INVESTMENT ADVISORY SERVICES. 3. DALON TAX SERVICE POSITION: Owner NATURE: DALON TAX SERVICE, TAX PREPARATION/OWNER, 40% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 10/01/2009 ADDRESS: 17150 Ecorse Rd, Allen Park MI 48101 DESCRIPTION: Tax preparation 4. MARK HEISEY POSITION: Owner NATURE: LIFE INSURANCE- AGENT- SALES- INVESTMENT RELATED- START DATE: 9/2007 LOCATED AT 17150 ECORSE RD; ALLEN PARK, MI 48101-2454 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2007 ADDRESS: 17150 Ecorse Rd, Allen Park MI 48101 DESCRIPTION: Fixed insurance sales 5. DBA - Secure Financial Corp 6. RENTAL REAL ESTATE POSITION: Owner NATURE: MARK HEISEY/RENTAL PROPERTY--OWNER - 2% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 06/01/2012 ADDRESS: 17150 Ecorse Rd, Allen Park MI 48101 DESCRIPTION: COMMERCIAL RENTAL REAL ESTATE 7. SECURE FINANCIAL POSITION: Owner/Sales NATURE: Insurance sales and financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2019 ADDRESS: 17150 Ecorse Rd, Allen Park MI 48101 DESCRIPTION: Sales of Insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-17
• S63 Uniform Securities Agent State Law Examination
  2001-07-26