Marcus Mayurkant Trivedi

Current Employers

Employment History

• 06/2003 → Present
  Spc
  Ann Arbor, MI
• 08/2014 → Present
  Parkland Securities
  Ann Arbor, MI

Previous Registrations

• 2000-04-26 → 2002-09-30
  Prudential Equity Group, Llc
  Chicago, IL

Other Businesses

1. TRIVEDI FINANCIAL GROUP; SALE OF VARIOUS TRADITIONAL CONTRACTS WITH VARIOUS TRADITIONAL INSURANCE COMPANIES. 2. Sale of Long Term Care insurance, Disability insurance and Health insurance through various FMOs. Start date: 12/4/20, approx. 1 hr/mo. 3. One of 3 trustees of my mother's trust FBO my father. Duties include communicating with the property manager managing the 2 properties owned by the trust. Start date: 8/1/21, approx. 2 hrs/mo, none during mkt hrs. INV REL: N 4. Serve as Deacon for The Moody Church, Chicago, IL. Also serve on the Finance Committee. Duties are to prepare reports to provide to leadership council members. No access to funds. Start date: 11/13/23, approx. 6 hrs/mo, none during mkt hrs. INV REL: N 5. Receive rental income from a residential property located in Chicago, IL. Start date: 8/1/24, approx. 2 hrs/mo. INV REL: N 6. Serve as Discretionary Trustee for account for father. No current duties as will be acting as a successor trustee, when needed. Start date: 8/1/24. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-12
• S63 Uniform Securities Agent State Law Examination
  2000-01-24

Designations

Other Names

• Marcos Trivedi
• Mark Trivedi