Mark Edward Morash

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Westwood, KS
• 11/2018 → Present
  Osaic Wealth, Inc.
  Westwood, KS

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  South Pasadena, CA
  Westwood, KS
• 2014-11-05 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Westwood, KS
  Pasadena, CA
  Westwood, KS
• 2012-01-31 → 2014-11-03
  Bankers & Investors Co.
  Roeland Park, KS
  Kansas City, KS
  Kansas City, KS
  Westwood, KS
• 2006-03-16 → 2012-01-27
  Level Four Financial, Llc
  Dallas, TX
  Mobile, AL
  Westwood, KS
  Westwood, KS
• 1999-05-07 → 2004-12-07
  Raymond James Financial Services, Inc.
  Westwood, KS

Other Businesses

1) ZAHORIK FINANCIAL SERVICES, INC, 2801 W. 49TH ST, WESTWOOD, KS, DBA NAME/MARKETING NAME USED, INV-REL, START 11/2014 2. MARK MORASH POSITION: agent NATURE: Selling fixed insurance via ind license. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/1991 ADDRESS: 2801 W 49th St, Westwood KS 66205, United States DESCRIPTION: Ancillary business

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-04
• S63 Uniform Securities Agent State Law Examination
  1991-07-12

Other Names

• Mark E Morash