Mark Joseph Byelich

Current Employers

Employment History

• 04/2016 → 02/2022
  Kestra Financial Services, Inc.
  Austin, TX
• 02/2022 → Present
  Attleboro Wealth Management, Llc
  Yardley, PA
• 03/2022 → Present
  Purshe Kaplan Sterling Investments, Inc. ("Pks")
  Albany, NY

Previous Registrations

• 2016-04-20 → 2022-02-14
  Kestra Advisory Services, Llc
  Yardley, PA
• 2015-04-02 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Yardley, PA
• 2012-02-14 → 2015-05-05
  Private Advisor Group, Llc
  Langhorne, PA
  Morristown, NJ
• 2010-05-28 → 2013-06-14
  Lpl Financial Llc
  Langhorne, PA
  Trevose, PA
  Morristown, NJ
• 2005-04-07 → 2010-06-02
  Wells Fargo Clearing Services, Llc
  Trevose, PA
  Newtown, PA
  Trevose, PA
  Trevose, PA
  Radnor, PA

Other Businesses

1) Owner; MJ Byelich Properties, LLC; Investment related: No; Real estate rental and management; 67 Brookwood Drive, Ivyland, PA 18974; Start: 12/2019; 5 hours per month 1-2 hours per month during trading hours; Manage real estate investment; 2) MJ Byelich Properties Quakertown, LLC; Investment related: No; Real estate rental and management; 67 Brookwood Drive, Ivyland PA 18974; Start: 10/2021; 5 hours per month; 1-2 hours per month during trading hours; Manage Real Estate investment; 3) Agent; Fixed Insurance; Investment related: Yes; Start: 03/2022; 10 hrs/mo; 10 hrs during trading; Sales of fixed / Traditional insurance; 4) Board Member; The Newtown Theatre; Investment Related: No; 120 N State Street Newtown PA 18940; A non for profit community theater; Duties: Vote on matters and issues that come before the board, oversee management staff.; 2023-10-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; 5) Attleboro Tax Services, LLC; Principal; Non Investment Related; 1051 Lindenhurst Road Yardley PA 19067; Description: Tax preparation; Responsibilities: Joint ownership with CPA, oversee business activities; Start date: 2025-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2. 5) Attleboro Tax Services, LLC; Co-owner /Member; Non Investment Related; 1051 Lindenhurst Road Yardley PA 19067; Description: Tax preparation; Responsibilities: None; Start date: 2025-01-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1. 6) Marta Roaton, LLC;e; LLC Member/manager; 67 Brookwood Drive Ivyland PA 18974 US; Description: Real Estate Investment; Responsibilities Duties: Manager property; Start date: 2025-06-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 2; 7) Pilates Instructor; PO Bix 174 Brentwood TX 37024 US; Description: Fitness - Pilates Instructor ; Responsibilities Duties: Guide and instruct Pilates classes and personal instruction; Start date: 2025-05-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1; 8) Bucks Heroes ; Board Member; 221 E Moreland Ave Hatboro PA 19040 US; Description: 501(c)3 organization. This organization holds events throughout the year to raise funds for families of fallen first responders and community outreach; Responsibilities Duties: Advise on direction and activities of the organization; Start date: 2025-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0; 9) Mr. Byelich is a licensed insurance agent.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-14

Designations

Other Names

• Mark J. Byelich