Mark Raphael Puccinelli

Current Employers

Employment History

• 06/1988 → Present
  Financial Accounting Services, Ltd
  Richmond, VA
• 12/2013 → 01/2025
  Lincoln Financial Securities Corporation
  Richmond, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Richmond, VA

Previous Registrations

• 2013-12-18 → 2025-01-24
  Osaic Fs, Inc.
  Richmond, VA
• 2011-10-24 → 2013-12-23
  Cambridge Investment Research Advisors, Inc.
  Richmond, VA
• 2007-02-02 → 2011-10-28
  Tower Square Securities, Inc.
  Richmond, VA
  Richmond, VA

Other Businesses

1) CHARTERED FINANCIAL PLANNING ASSOCIATES, LTD, 2250 EAST PARKHAM ROAD, RICHMOND, VA, CATEGORY: INSURANCE, INVESTMENT RELATED: YES, TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS, START DATE: 07/1988, HOURS PER MONTH: 64 HOURS PER MONTH DURING TRADING HOURS: 64 2)FINANCIAL ACCOUNT SERVICES, LTD 2250 EAST PARHAM ROAD, RICHMOND, VA CATEGORY:CPA, INVESTMENT RELATED:NO, TITLE: EMPLOYEE, DUTIES: TAX PREPARATION/ACCOUNTING SERVICES, START DATE: 12/2013, HOURS PER MONTH: 180 HOURS PER MONTH DURING TRADING HOURS: 130 3)FINANCIAL ACCOUNTING SERVICES, LTD, 2250 EAST PARHAM ROAD, RICHMOND, VA CATEGORY: TPA, INVESTMENT RELATED: YES, TITLE: EMPLOYEE, DUTIES: PROVIDES 5500 FILING AND TESTING OF PLANS, START DATE: 12/2013, HOURS PER MONTH: 30, HOURS PER MONTH DURING TRADING HOURS: 20 4)PUCCINELLI ENTERPRISES 2250 EAST PARKHAM ROAD, RICHMOND, VA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: CO-OWNER DUTIES: MAINTAINS PROPERTY AND COLLECTS RENT. START DATE: 10/1996 HOURS PER MONTH:1 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-11

Designations