Mark David Fried

Current Employers

Employment History

• 07/2008 → 06/2023
  Tfg Wealth Management, Llc
  Newtown, PA
• 07/2008 → Present
  Blue Dog Insurance Agency, Llc
  Newtown, PA
• 04/2016 → Present
  Sole Proprietor
  Newton, PA
• 03/2023 → Present
  Merit Financial Group, Llc
  Alpharetta, GA

Previous Registrations

• 2008-09-18 → 2023-06-13
  Tfg Wealth Management, Llc
  Newtown, PA
  Newtown, PA
  Newtown, PA
• 2008-03-10 → 2008-12-02
  Envision Investment Advisors, Llc
  Newtown, PA
  Omaha, NE

Other Businesses

1. Rental Property; Investment-Related; 200 West Elm, Apt 1410, Conshohocken, PA; Rental Property; Owner; 01/01/2025; 1 hour monthly; 0 hours during securities trading hours; Own a condo that I rent. Currently my daughter is renting the property from my wife and I. 2. Author; Not investment-related; 721 Stewarts Way, Yardley, PA 198067; Write and publish books; Writer; 12/01/2017; 1 hour a month; 0 hours during securities trading hours; I write books for general publication on topics I am familiar with. 3. MDF Digital Productions; Not investment-related; Suite 158 13 Summit Square Center Langhorne PA; Training, education and information; Owner; 01/01/2022; 5 hours monthly; 0 hours during securities trading hours; Creator of online content podcast, masterclass and related informational services 4. Rental Property; Investment-related; 200 West Elm Apt 1410 Conshohocken PA; Real Estate; Owner; 01/01/2025; 1 hour monthly; 0 hours during securites trading hours; Own a condo that I rent. Currently my daughter is renting the property from my wife and I. 5. TFG Wealth Management; Not investment-related; 721 Stewarts Way Yardley PA; Holding company for Merit Stock; Owner; 04/01/2023; 5 hours monthly; 0 hours during securities trading hours; Holds Merit Stock, maintains records as required by law. Deals with any inquiries related to TFG Wealth Management prior to merger with Merit. 6. Blue Dog Insurance Agency; Investment-related; Suite 158, 13 Summit Sqr Cir. Langhorne PA; Insurance Entity; Owner; 07/01/2008; 5 hours monthly; 0 hours during securities trading hours; During the transaction Merit did not purchase entity. It is in the wind down stage which takes several years to run out operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-23
• S63 Uniform Securities Agent State Law Examination
  1990-08-09

Other Names

• Mark D Fried