Mark Anthony Finelli

Current Employers

Employment History

• 05/2009 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marlton,, NJ
• 12/2009 → 08/2019
  Bank Of America, N.A.
  Mount Laurel, NJ
• 08/2019 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2019 → Present
  Family Wealth Partners
  Medford, NJ
• 04/2012 → Present
  Laura Sportfishing
  Medford, NJ

Previous Registrations

• 2009-05-01 → 2019-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 2005-01-14 → 2009-05-21
  Citigroup Global Markets Inc.
  Mount Laurel, NJ
  Mt. Laurel, NJ
• 2002-06-07 → 2005-01-18
  Morgan Stanley Dw Inc.
  Voorhees, NJ

Other Businesses

1) FAMILY WEALTH PARTNERS. INVESTMENT RELATED BUSINESS. LOCATED AT 152 HIMMELEIN ROAD, SUITE 700, MEDFORD, NJ 08055. NATURE OF BUSINESS - RIA. TITLE IS PRESIDENT. STARTED 08/2019. 160 HRS/MO - 112 DURING TRADING. DUTIES ARE OWNING AN RIA AND SERVICING CLIENTS OF THAT BUSINESS. 2)PKSF. INVESTMENT RELATED. LOCATED AT 80 STATE ST, ALBANY, NY 12207. FIXED/TRADITIONAL INSURANCE. TITLE IS AGENT. STARTED 07/2019. 2 HRS/MO DEVOTED - 2 DURING TRADING. DUTIES ARE SALES OF FIXED/TRADITIONAL INSURANCE PRODUCTS. 3) LAURA SPORTFISHING, LLC. NOT INVESTMENT RELATED. LOCATED AT 41 THUNDERHEAD DRIVE, MEDFORD, NJ 08055. NATURE OF BUSINESS IS CHARTER FISHING. TITLE IS OWNER. STARTED 04/2012. 15 HRS/MO DEVOTED - 5 DURING TRADING. DUTIES ARE PEOPLE CALL HIM AND HE CHARGES THEM TO TAKE THEM FISHING FOR A HALF DAY. 4) VOLUNTEER COACHING. NOT INVESTMENT RELATED. MEDFORD NJ. VOLUNTEER. COACH. START 12/2022. 15 HOURS PER MONTH NOT DURING TRADING. COACH.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-23

Other Names

• Mark A Finelli