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Mark Wallace Merrill

Modified Investments

Tampa, FL

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Current Employers
Modified Investments

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-24
  • FL RA
    APPROVED
    Since 2023-02-24

Branch Locations

Tampa, FL • 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
Debartolo Development Tampa FL 04/2018 07/2020
Franklin Street Tampa FL 07/2017 04/2018
University Of Florida Gainesville FL 12/2012 07/2017
Clearwell Group Tampa FL 07/2020 06/2021
Debartolo Development Tampa FL 06/2021 06/2023
Modified Investments, Llc Tampa FL 12/2022 Present
  • 04/2018 → 07/2020
    Debartolo Development
    Tampa, FL
  • 07/2017 → 04/2018
    Franklin Street
    Tampa, FL
  • 12/2012 → 07/2017
    University Of Florida
    Gainesville, FL
  • 07/2020 → 06/2021
    Clearwell Group
    Tampa, FL
  • 06/2021 → 06/2023
    Debartolo Development
    Tampa, FL
  • 12/2022 → Present
    Modified Investments, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-30
  • S65 Uniform Investment Adviser Law Examination
    2020-07-30
Other Names
  • Mark W Merrill

View on SEC IAPD

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