Mark Taylor Bowlby

Current Employers

Employment History

• 01/2016 → Present
  Raymond James Financial Services, Inc.
  Irving, TX
• 03/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Irving, TX
• 07/2016 → Present
  Mtb Planning Partners, Llc Dba Concord Wealth Strategies
  Irving, TX
• 01/2016 → 01/2017
  Ncfg Wealth Solution
  Irving, TX
• 07/2017 → Present
  Mb&Mb Consultng Group Llc
  Irving, TX
• 07/2017 → Present
  Concord Wealth Strategies
  Irving, TX

Previous Registrations

• 2014-04-15 → 2016-01-26
  Lpl Financial Llc
  Irving, TX
• 2002-05-24 → 2004-11-12
  Citigroup Global Markets Inc.
  Oklahoma City, OK
• 1997-07-24 → 2002-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK

Other Businesses

(1) Name of Business: Concord Wealth Strategies Address: 122 W John Carpenter Fwy Ste 405, Irving, TX, 75039-2002, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/28/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Retirement planning, investment planning and estate/wealth transfer (2) Name of Business: MB&MB Consulting Group LLC Address: 122 W John Carpenter Fwy Ste 405, Irving, TX, 75039, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/28/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Retirement planning, investment planning and estate/wealth transfer

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-02
• S63 Uniform Securities Agent State Law Examination
  1997-06-20

Other Names

• Mark T Bowlby