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Mark Thomas Bourgeois

Acrylic Financial, Inc.

Wichita, KS

Fountain Hills, AZ

CRD 4029981

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Employer firm

Acrylic Financial, Inc. CRD 288263

$73.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Acrylic Financial, Inc.

16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-12-03
  • KS RA
    APPROVED
    Since 2020-12-03

Branch Locations

900 N Tyler Rd Suite 7, Wichita, KS 67212 • United States

16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 11/2010 Present
Avacar Financial Nashua NH 10/2010 Present
Central Financial Services Nashua NH 10/2010 Present
Central Financial Services Of Wichita Nashua NH 03/2011 Present
Ameritas Life Insurance Corp Lincoln NE 01/2015 Present
Alphastar Capital Management, Llc Cornelius NC 03/2016 Present
Acrylic Financial, Inc. Wichita KS 12/2020 Present
  • 11/2010 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 10/2010 → Present
    Avacar Financial
    Nashua, NH
  • 10/2010 → Present
    Central Financial Services
    Nashua, NH
  • 03/2011 → Present
    Central Financial Services Of Wichita
    Nashua, NH
  • 01/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 03/2016 → Present
    Alphastar Capital Management, Llc
    Cornelius, NC
  • 12/2020 → Present
    Wichita, KS
Previous Registrations
  • 2016-03-28 → 2019-10-11
    Andover, KS
    Cornelius, NC
  • 2010-11-11 → 2016-03-29
    Ameritas Investment Company, Llc
    Andover, KS
    Nashua, NH
    Lincoln, NE
    Nashua, NH
  • 2009-02-04 → 2010-11-01
    Hampden, ME
    Bedford, NH
    Lincoln, ME
    Williston, VT
    Marlborough, MA
    North Attleboro, MA
  • 2008-08-07 → 2008-11-06
    Mfa Asset Management, Llc
    Tewksbury, MA
  • 2008-02-25 → 2008-04-11
    Nashua, NH
    Fleming Island, FL
  • 2007-08-30 → 2008-02-08
    Waltham, MA
    No. Waltham, MA
  • 2006-11-06 → 2007-03-27
    Hampton, NH
    Plano, TX
  • 2004-09-13 → 2006-04-19
    Householder Group, Estate & Retirement Specialists
    Bedford, NH
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * AVACAR FINANCIAL; SAME AS BRANCH; NON-INV REL; MORTGAGE BROKER; PRESIDENT/OWNER/AGENT; START DATE=10/2010; HRS/MO=5; TRADING HRS/MO=5; OFFER MORTGAGE SERVICES, FINDER ONLY *; INV REL; INS SALES; AGENT; START DATE=10/2010; HRS/MO=160; TRADING HRS/MO=160;* INV REL; FIXED INSURANCE SALES; AGENT; START DATE=03/2011; HRS/MO=2; TRADING HRS/MO=2; SALE OF FIXED PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-30
S63 Uniform Securities Agent State Law Examination 1999-11-15
  • S65 Uniform Investment Adviser Law Examination
    2004-08-30
  • S63 Uniform Securities Agent State Law Examination
    1999-11-15

View on SEC IAPD

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