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Mark Thomas Vicencio

Lowery Thomas, LLC

Pebble Beach, CA

Pebble Beach, CA

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Current Employers
Lowery Thomas, Llc

Pebble Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2020-06-29
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2020-06-29

Branch Locations

Pebble Beach, CA • United States

Pebble Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowery Thomas, Llc Pebble Beach CA 02/1999 Present
Mark T. Vicencio, Cpa Pebble Beach CA 01/1996 Present
  • 02/1999 → Present
    Pebble Beach, CA
  • 01/1996 → Present
    Mark T. Vicencio, Cpa
    Pebble Beach, CA
Other Businesses

MARK T. VICENCIO, CPA ACCOUNTING FIRM NOT INVESTMENT RELATED SAME AS REPORTED BUSINESS LOCATON OWNER BOTH BUSINESS SHARE COMMON CLIENTS PROVIDING RESPECTIVE FINANCIAL SERVICES RELATIONSHIP STARTED 2/1/1999 25% OF TIME SPENT ON CPA ACTIVITIES AND 75% SPENT ON INVESTMENT ADVISORY ACTIVITIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-15
  • S65 Uniform Investment Adviser Law Examination
    2000-02-15

View on SEC IAPD

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