Mark Malcolm Foster

Current Employers

Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2015-10-05

MA RA
APPROVED

Since 2015-10-05

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

200 High Stret, Boston, MA 02110 • 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

Organization	City	State	From	To
Cetera Wealth Services, Llc	El Segundo	CA	01/2013	12/2025
Creative Planning Institutional Advisors, Llc	Newport Beach	CA	06/2015	Present

01/2013 → 12/2025

Cetera Wealth Services, Llc

El Segundo, CA
06/2015 → Present

Creative Planning Institutional Advisors, Llc

Newport Beach, CA

Other Businesses

1. FIXED INSURANCE; LIFE AND DISABILITY. 2. .NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 11/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-12
S63	Uniform Securities Agent State Law Examination	2013-03-25

S65 Uniform Investment Adviser Law Examination

2015-06-12
S63 Uniform Securities Agent State Law Examination

2013-03-25

Other Names

Mark Malcolm Forster

View on SEC IAPD