Mark R. Exler

Current Employers

Employment History

• 12/1978 → Present
  Exler & Company, Inc.
  Pittsburgh, PA
• 12/1999 → 10/2019
  1St Global Capital Corp.
  Pittsburgh, PA
• 08/2000 → 10/2019
  1St Global Advisors, Inc.
  Pittsburgh, PA
• 10/2003 → 06/2024
  Avantax Insurance Services, Inc.
  Pittsburgh, PA
• 10/2019 → 06/2024
  Avantax Advisory Services
  Pittsburgh, PA
• 10/2019 → 06/2024
  Avantax Investment Services, Inc.
  Pittsburgh, PA
• 01/2024 → Present
  H2R Cpa
  Pittsburgh, PA
• 06/2024 → Present
  Lpl Financial Llc
  Pittsburgh, PA

Previous Registrations

• 2019-10-25 → 2024-06-28
  Avantax Advisory Services
  Irving, TX
• 2000-08-21 → 2019-10-25
  1St Global Advisors Inc
  Pittsburgh, PA

Other Businesses

1)06/24/2024-Exler Wealth care Advisors, LLC-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 03/29/2000-80 Hrs/Mth - 4 Hrs During Trading. 2) 06/24/2024 -357 North Craig Street Associates-Real Estate Rental-Co-owner-Inv Related-At Pittsburgh, PA-Start date 09/01/1998-0hrs/mth. 3) 06/24/2024-H2R CPA-Tax Prep/Accounting/CPA-Tax Partner- Oversee tax operation-Inv Related-At Pittsburgh, PA-Start date 01/01/2024-80 Hrs/Mth - 4 Hrs During Trading. 4) 06/24/2024 -357 North Craig Street Associates-Business Entity For Tax/Investment Purposes Only-Business Entity For rental income from tenants-Not Inv Related-At Pittsburgh, PA-Start date 01/01/1998 - 3 Hrs/Mth - 0 Hrs During Trading 5) 10/09/2025 - H2R Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:01/01/2026 - 80 Hrs/Mth - 80 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-23

Designations