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27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-21 |
Branch Locations
27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pelican Wealth Advisors, Llc | Bonita Springs | FL | 10/2019 | Present |
| Bausch Health Us, Llc | Bridgewater | NJ | 07/2017 | Present |
| Bausch Health Us, Llc | Bridgewater | NJ | 01/2011 | 07/2017 |
| Pelican Wealth Advisors, Llc | Bonita Springs | FL | 04/2023 | Present |
| Mar Financial Llc | Estero | FL | 01/2024 | Present |
| Mark Financial, Llc | Bonita Springs | FL | 03/2026 | Present |
BAUSCH HEALTH US, LLC; Estero, FL; NON-INVESTMENT RELATED; INTERNATIONAL CUSTOMER SERVICE EXPORT REPRESENTATIVE; 40 HOURS PER WEEK IN THIS BUSINESS PRACTICE; START 07/2017. MAR Financial LLC; CEO and owner, formed in January 2024; holding company for tax purposes. Minimal hours spent. MARK Financial, LLC; Inv Rel; Bonita Springs, FL; Owner/Ins Agent; Start 03/2026; ins sales and services;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-21 |
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