Best Investors Account Sign in
Inactive

Mark Dwayn Sharp

Mark Sharp Retirement

Portland, OR

Claim This Profile
Current Employers
Mark Sharp Retirement

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01

Branch Locations

Portland, OR • 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
Mark Sharp Retirement Llc Portland OR 01/2017 Present
Corvel Corporation Portland OR 03/2011 08/2018
  • 01/2017 → Present
    Mark Sharp Retirement Llc
    Portland, OR
  • 03/2011 → 08/2018
    Corvel Corporation
    Portland, OR
Previous Registrations
  • 2017-03-31 → 2019-02-14
    Beaverton, OR
  • 2009-05-04 → 2009-11-30
    Scf Investment Advisors, Inc.
    Fresno, CA
Other Businesses

Mark Sharp is an independent licensed tax consultant of Mark Sharp Retirement. This activity accounts for approximately 1% of his time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-18
S66 Uniform Combined State Law Examination 2006-08-29
  • S65 Uniform Investment Adviser Law Examination
    2016-06-18
  • S66 Uniform Combined State Law Examination
    2006-08-29
Designations

View on SEC IAPD

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor