Mark Ronald Tracy

Current Employers

Employment History

• 01/2016 → Present
  Lpl Financial Llc
  Temecula, CA
• 03/2023 → Present
  Enduring Wealth Advisors Llc
  Temecula, CA

Other Businesses

1. 07/24/2012 - Enduring Wealth Advisors - DBA for LPL Business (entity for LPL business) - Time Spent 100% 2. 9/18/2017 - No Business Name - Not Investment Related - Home Based - Other-Foster Parent - Started 05/05/2014 - 20 Hours Per Month/0 Hours During Securities Trading. 3. 04/26/2023 - Enduring Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 03/31/2023 - 150 Hours Per Month/50 Hours During Securities Trading - I provide investment advisory services through Enduring Wealth Advisors, an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. Placentia Pony Baseball; Not Investment-Related; P.O. BOX 865, PLACENTIA, CA 92870; FIELDS ARE LOCATED AT 2098 TUFFREE BLVD; PLACENTIA, CA 92870; Recreation Youth Baseball; I am the team manager for the Shetland Phillies in the spring of 2024 season. This is a volunteer position; January 2024; Approx. 35 hours a month spent at this OBA; 0 hours spent during securities trading hours; I am responsible for communicating with the team, preparing for practices and games, running the practices and games, player development, and finding volunteers to be the team parent and assistant coach. I also communicate with the team parent and the league and ensure the team meets the league requirements.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-25

Designations