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Mark Blaser

Doceo Wealth, LLC

Meridian, ID

CRD 7304157

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Employer firm

Doceo Wealth, LLC CRD 310415

$274M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Doceo Wealth, Llc

1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2020-10-14
  • ID RA
    APPROVED
    Since 2020-10-14

Branch Locations

1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642 • 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
Doceo Wealth, Llc Meridian ID 10/2020 Present
Boise State University Boise ID 08/2016 05/2020
Seaquest Boise ID 02/2018 03/2020
Altruist Advisors, Llc Meridian ID 04/2020 10/2020
Doceo Life, Llc Meridian ID 04/2020 Present
Boy Scouts Of America Meridian ID 09/2012 09/2016
  • 10/2020 → Present
    Doceo Wealth, Llc
    Meridian, ID
  • 08/2016 → 05/2020
    Boise State University
    Boise, ID
  • 02/2018 → 03/2020
    Seaquest
    Boise, ID
  • 04/2020 → 10/2020
    Altruist Advisors, Llc
    Meridian, ID
  • 04/2020 → Present
    Doceo Life, Llc
    Meridian, ID
  • 09/2012 → 09/2016
    Boy Scouts Of America
    Meridian, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-22
  • S65 Uniform Investment Adviser Law Examination
    2020-05-22

View on SEC IAPD

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