Mark Biggs

Current Employers

Employment History

• 01/2016 → 10/2020
  Studle Financial Services
  Bowling Green, KY
• 11/2020 → Present
  Biggs Financial Services, Llc
  Bowling Green, KY
• 07/2021 → 06/2022
  Magnolia Wealth Management Llc
  Bowling Green, KY
• 01/2014 → Present
  Biggs Real Estate, Llc
  Bowling Green, KY
• 01/2021 → Present
  Denali Real Estate Group Llc
  Bowling Green, KY
• 07/2020 → Present
  Jsmb Investments Llc
  Bowling Green, KY
• 07/2020 → Present
  J&M Real Estate Investments Llc
  Bowling Green, KY
• 06/2020 → Present
  Mkb Real Estate Holdings Llc
  Bowling Green, KY
• 07/2021 → 04/2022
  Titan Capital Llc
  Bowling Green, KY
• 07/2021 → 04/2022
  Represent U Llc
  Bowling Green, KY
• 06/2022 → 02/2024
  Simplicity Wealth
  Bowling Green, KY
• 02/2024 → Present
  Kinetic Investment Management, Inc.
  Bowling Green, KY

Previous Registrations

• 2022-06-30 → 2024-02-22
  Simplicity Wealth
  Bowling Green, KY
  Summit, NJ
• 2021-11-18 → 2022-07-05
  Magnolia Wealth Management Llc
  Bowling Green, KY
  Bowling Green, KY

Other Businesses

Biggs Financial Services, LLC- Investment Related- Yes; Address: 843 Fairview Avenue Suite B-2, Bowling Green, KY 42101; Nature of business: tax returns, insurance; Position/Title: Owner, accountant, licensed insurance agent; Start: 11/2020; 10 hours a month are devoted to the other business; 8 hours a month are devoted during securities trading hours; Duties: Own and operate a company that prepares tax returns for clients. I am also a licensed insurance agent in KY holding life and health insurance licenses with commissions earned on products sold. Biggs Real Estate, LLC- 1/4/17 Denali Real Estate Group LLC- 1/28/21 JSMB Investments LLC - 7/9/2020 J&M Real Estate Investments LLC - 7/23/2020 MKB Real Estate Holdings LLC - 6/15/2020 Address for all above is 843 Fairview Avenue Suite B-2, Bowling Green, KY 42101. Investment Related- Yes. The nature of the business is the buying of rental real estate and/or building of new construction homes for sale. They are all passive activities and involve no devoted time from me on a monthly basis. My duties for the above entities involves management and looking for new properties online. I am considered a partner in all of the above entities. BIGGS FINANCIAL SERVICES; OWNER; INVESTMENT RELATED: YES; 843 FAIRVIEW AVE SUITE B-2 BOWLING GREEN KY 42103 UNITED STATES; ACCOUNTING/TAX FIRM.; TAX RETURN PREPARATION, PAYROLL SERVICES; 2020-01-01HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 160;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 160;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50; MARK BIGGS; SALES; INVESTMENT RELATED: YES; 843 FAIRVIEW AVE SUITE B2 BOWLING GREEN KY 42101 USA; LIFE INSURANCE SALES, ANNUITY SALES; PROSPECTING/SALES; 2016-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 20;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 20;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 35; J&M REAL ESTATE INVESTMENTS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY; 2020-07-23; RE SALES; SALES; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; REAL ESTATE SALES; SALES; 2018-06-01; MKB REAL ESTATE HOLDINGS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2020-06-15; BIGGS INVESTMENT GROUP LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2021-02-26; BIGGS REAL ESTATE LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE/FLIP PROPERTIES.; LOOK FOR RENTAL PROPERTY.; 2017-01-01; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 15; DENALI REAL ESTATE GROUP LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2021-01-28; B&L RENTALS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2021-10-06; JSMB INVESTMENTS LLC; MEMBER/OWNER; INVESTMENT RELATED: YES; 713 SPRUCE CT BOWLING GREEN KY 42103 USA; ENTITY THAT HOLDS RENTAL REAL ESTATE.; LOOK FOR RENTAL PROPERTY.; 2020-07-09;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-11