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Mark Joseph Lavan

Edward Jones

Mill Valley, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-20
CA RA APPROVED 2006-06-30
  • TX RA
    APPROVED
    Since 2022-04-20
  • CA RA
    APPROVED
    Since 2006-06-30

Branch Locations

18 E Blithedale Ave Suite 15, Mill Valley, CA 94941 • 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
Edward Jones St Louis MO 07/2001 Present
Other Businesses

SUMMIT ADVENTURE / POSITION HELD - BOARD MEMBER / ASSIST IN STEERING THE ORGANIZATION & HELP IN FUND RAISING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-29
S63 Uniform Securities Agent State Law Examination 2001-09-20
  • S65 Uniform Investment Adviser Law Examination
    2006-06-29
  • S63 Uniform Securities Agent State Law Examination
    2001-09-20
Designations

View on SEC IAPD

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MICHAEL BENNETT YONGUE
DONALD MICHAEL ABRAMSON
CHRISTOPHER JOHN ANTONIO

Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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