Paul Benson Marks

Current Employers

Employment History

• 04/2009 → 02/2025
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
• 05/2026 → Present
  Fluera Holdings, Llc
  Biringham, AL
• 02/2014 → Present
  Truewealth Advisors, Llc
  Hoover, AL
• 02/2019 → Present
  Truewealth Advisors, Llc
  Hoover, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Montgomery, AL
• 07/2024 → Present
  Peep And Squeak Farms, Llc
  Sylacauga, AL
• 02/2019 → Present
  Truewealth Advisors, Llc
  Hoover, AL

Previous Registrations

• 2009-04-03 → 2019-01-31
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Montgomery, AL
• 2006-06-23 → 2009-03-30
  Wealthspire Advisors
  Midlothian, VA
  Birmingham, AL
• 2005-06-22 → 2005-10-10
  Greenbook Investment Management, Inc.
  Tallahassee, FL

Other Businesses

TRUEWEALTH ADVISORS, LLC; Investment Related; 2000 Southlake Park, Suite 200, Birmingham, AL 35244; Registered Investment Adviser (RIA); Wealth Adviser; Start Date 02/2019; 200 hours per month with most hours per month occurring during trading hours; My business activities with the RIA are client meetings, reviews, financial planning and billing/accounting functions. >> JP PROPERTY MANAGEMENT LLC; Investment Related; 1713 Taliaferro Trail, Montgomery AL 36117; Real Estate Management; Member/Owner; Start Date 01/2017; 5 hours per month with no hours per month occurring during trading hours; LLC created to purchase our Birmingham and Montgomery offices through. JP Property Management collects monthly rent from TrueWealth Advisors in each location. In addition, JP Property Management space to other non-securities related businesses. >> EVERNEST LLC; Non-Investment Related; 1701 Oxmoor Road, Birmingham, AL 35209; Other; Owner; Start Date 12/2018; No hours per month; No duties - I am only one of the owners. >> THE MARKS FAMILY REVOCABLE TRUST DATED 09/15/2014; Investment Related; Birmingham, AL; Other; Trustee; Start Date 09/2014; 5 hours per month with 1 hour per month occurring during trading hours; Serve as trustee for our family trust. Name of outside business: Peep and Squeak Farms, LLC; Is the business investment related: No; Location of the business: 3665 Coaling Road Sylacauga AL 35151 United States; Description of the business: Peep and Squeak Farms, LLC is a farm engaged in the planting, pruning and picking of various varieties of fruit trees.; Position Title: Owner; Responsibilities Duties: Paul Marks' duties are planting, pruning, cultivation and fruit picking.; Start date with business: 2024-07-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 25; NAME OF OTHER BUSINESS: FLUERA HOLDINGS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC START DATE: 5/18/2026 POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FLUERA IS A RETIREMENT PLAN PARTICIPANT ENGAGEMENT SOFTWARE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-06-02
• S65 Uniform Investment Adviser Law Examination
  2005-03-22

Designations