Mark Martin Mcculloch

Current Employers

Employment History

• 10/2010 → 02/2020
  Morgan Stanley
  Greenwood Village, CO
• 02/2020 → Present
  Raymond James Financial Services, Inc
  Evergreen, CO
• 02/2020 → Present
  Raymond James Financial Services Advisors
  Evergreen, CO
• 01/2020 → 11/2022
  Evergreen Wealth Management
  Evergreen, CO
• 02/2020 → 11/2022
  Sagemont Investment Group
  Evergreen, CO

Previous Registrations

• 2010-10-29 → 2020-02-18
  Morgan Stanley
  Greenwood Village, CO
• 2004-09-24 → 2010-11-04
  Rbc Capital Markets, Llc
  Greenwood Village, CO
  Greenwood Village, CO
• 1999-01-01 → 2004-10-14
  Ubs Financial Services Inc.
  Denver, CO

Other Businesses

(1)Name of Business: Evergreen Wealth Management Address: 2922 Evergreen Pkwy Ste 325, Evergreen, CO, 80439-7915, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/07/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the owner/proprietor of Evergreen Wealth Management. I had to establish an S Corporation starting January 7, 2020 in order to join RJFS (2)Name of Business: Prevender Financial Services Address: 2922 Evergreen Pkwy Ste 325, Evergreen, CO, 80439-7915, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/24/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-17
• S63 Uniform Securities Agent State Law Examination
  1998-09-04