Mark Atherton Heath

Current Employers

Employment History

• 02/2005 → 01/2025
  Lincoln Financial Advisors
  El Paso, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  El Paso, TX

Previous Registrations

• 2005-03-02 → 2025-01-24
  Osaic Fa, Inc.
  El Paso, TX
  El Paso, TX

Other Businesses

1) MARK HEATH 4687 N MESA, SUITE 200, EL PASO, TX 79912 CATEGORY: EQUITY INDEXED ANNUITIES INVESTMENT-RELATED: YES TITLE: OWNER / AGENT DUTIES: OFFERS EQUITY INDEXED ANNUITIES START DATE: 02/2012 HOURS PER MONTH: 22 HOURS PER MONTH DURING TRADING HOURS: 2 2) 10 KEY CONSULTING, LLC. 4687 N MESA, SUITE 200, EL PASO, TX 79912 CATEGORY: LLC/INSURANCE INVESTMENT RELATED: YES TITLE: PRESIDENT DUTIES: OFFERS HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE ALONG WITH COMMISSION-BASED GROUP BENEFITS, THE SERVICING OF FEE-BASED GROUP BENEFITS, HEALTH SAVINGS ACCOUNTS, LIFE SETTLEMENTS, PREMIUM FINANCING AND FIXED ANNUITIES THROUGH AN ENTITY WHICH IS USED TO MANAGE INSURANCE RELATIONSHIPS. START DATE: 07/24/2017 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) EP PLANNER, LLC. 4687 N MESA, SUITE 200, EL PASO, TX 79912 CATEGORY: LLC/LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LLC IS USED TO MANAGE BUSINESS EXPENSES. START DATE: 11/06/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 4) MARK A. HEATH, 4687 N. MESA ST., SUITE 200, EL PASO, TX 79912 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH, DISABILITY AND TRADITIONAL LIFE INSURANCE ALONG WITH HEALTH SAVINGS ACCOUNTS. START DATE: 04/2005 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 5) 10 KEY CONSULTING, LLC POSITION: President NATURE: This will be a revenue-sharing relationship set up through Lincoln's Market Access system. A new entity will be set up that will include me as a non-paid partner/member and partners from the CPA firm. I will work with the CPA firm to open conversations with their clients to encourage them to do planning with me. Any fixed product sales derived from the results of planning will be split by me and the new entity. The entity will use my General Lines state licensing and my E&O to be able to receive payments for fixed product sales. As this endeavor falls under a Market Access setup, I will not be compensated in any way by the entity, and, the structure will be set up so that I won't have any control over the decision-making of that entity. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/24/2017 ADDRESS: 4687 N. Mesa St., Suite 200, El Paso TX 79912, United States DESCRIPTION: The bulk of the business will be to help the CPA firm's clients get assistance in developing their financial plans. For business owners, especially, I will charge a fee for the planning (which will not be shared with the entity; the outcome of the planning will dictate the need for product sales-I will assist the client with the purchase of a given product. If such sale is of a product that can be legally split with the entity, then that will occur. I do anticipate that there will be some need of sales of product without the desire of a client to go through the holistic planning process. But, even in those cases, splitting of revenues will be in keeping with the licenses held at that time by the entity. The list in #16 is very inclusive of the products subject to revenue-sharing. Though I checked off Life Settlements, I don't intend to pursue them on an active basis. If by the off-chance, I run across a circumstance where the best solution is to look for a settlement for a client, then I do want the opportunity (I do understand that variable products are off limits to me). 6) MARK A. HEATH POSITION: Agent NATURE: Outside insurance brokerage. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2005 ADDRESS: 4687 N. Mesa St., Suite 200, El Paso TX 79912, United States DESCRIPTION: Sell outside insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-01

Designations