Mark N. Dougal

Current Employers

Go Wealth Management

4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2021-11-30

ID RA
APPROVED

Since 2021-11-30

Branch Locations

Nampa, ID • United States

4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States

Disclosures

2 disclosure categories 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 Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
World Financial Group, Inc.	Meridian	ID	10/2002	Present
Idaho High School Athletic Assoc	Boise	ID	08/1998	07/2020
Flying Pig Pottery	Coldwell	ID	01/2005	07/2020
Mark Dougal Design	Coldwell	ID	04/2005	Present
Trinity Group Resources, Inc	Caldwell	ID	11/2005	07/2020
Cja And Associates	Chicago	IL	12/2004	07/2020
Transamerica Financial Advisors, Inc	Meridian	ID	01/2012	Present
Mark Dougal, Inc.	Meridian	ID	05/2012	Present
Shared Resources, Llc	Meridian	ID	09/2012	Present
O'COnnell Investments And Insurance Services, Llc	Eugene	OR	11/2021	Present

10/2002 → Present

World Financial Group, Inc.

Meridian, ID
08/1998 → 07/2020

Idaho High School Athletic Assoc

Boise, ID
01/2005 → 07/2020

Flying Pig Pottery

Coldwell, ID
04/2005 → Present

Mark Dougal Design

Coldwell, ID
11/2005 → 07/2020

Trinity Group Resources, Inc

Caldwell, ID
12/2004 → 07/2020

Cja And Associates

Chicago, IL
01/2012 → Present

Transamerica Financial Advisors, Inc

Meridian, ID
05/2012 → Present

Mark Dougal, Inc.

Meridian, ID
09/2012 → Present

Shared Resources, Llc

Meridian, ID
11/2021 → Present

O'COnnell Investments And Insurance Services, Llc

Eugene, OR

Previous Registrations

2012-01-06 → 2020-09-29

Transamerica Financial Advisors, Llc

Orem, UT

Meridian, ID
2011-03-08 → 2012-01-06

Investment Advisors International, Inc.

Orem, UT

Other Businesses

INSURANCE AGENT. FIXED INSURANCE PRODUCTS. VARIOUS CARRIERS. NOT INVESTMENT RELATED. LESS THAN 10% OF TIME EACH MONTH. MARK DOUGAL, INC., 480 E FRANKLIN RD MERIDIAN ID 83642, 05/19/2012, NON--INVESTMENT RELATED, REGISTERED AGENT, THIS IS SET UP FOR TAX PURPOSES. THIS IS USED FOR THE TRANSFER OF MONEY FROM MY PERSONAL ACCOUNT FOR TAX PURPOSES, 2 HOURS PER MONTH SHARED RESOURCES LLC, 480 E FRANKLIN RD MERIDIAN ID 83642, 09/29/2012, NON-INVESTMENT RELATED, REGISTERED AGENT, OWNER, 20 HOURS PER MONTH Mark Dougal Design/ 04205-Present / Investment Related: No / 2618 Stoll Ct. Caldwell, ID 83607 / Owner / Repair 14K Jewelry / Hrs Work Monthly: NA / Sec Trading Hrs: NA / Repair rings, fix cracks, replace prongs in jewelry.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-12-29
S63	Uniform Securities Agent State Law Examination	2003-09-02

S65 Uniform Investment Adviser Law Examination

2010-12-29
S63 Uniform Securities Agent State Law Examination

2003-09-02

View on SEC IAPD