Mark I Miller

Current Employers

Employment History

• 06/1997 → 03/2019
  Watermark Asset Management, Inc.
  Danville, CA
• 12/2018 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 1997-08-22 → 2019-03-29
  Watermark Asset Management, Inc.
  San Ramon, CA
  Danville, CA

Other Businesses

1) Name: Watermark Builders, Inc., Investment-Related: No., Address: 37330 Cedar Blvd. Ste. B Newark, CA 94560,Nature: Residential General Contractor. Home remodeling. Position/Title: Treasurer, Start: 02/01/2002, Hours/Month: 1, Hours during Market Hours: 0, Duties: Corporate treasurer, not active in day-to-day 2) Name: GHAD Treasurer, Inc., Investment-Related: No., Address: 2010 Crow Canyon Pl., Ste. 210 San Ramon, CA 94583, Nature: Serve as Treasurer and handle accounting/bookkeeping tasks for multiple GHAD (Geologic Hazard Abatement District) entities, Position/Title: Owner, Officer, Start: 07/01/2019, Hours/Month: 4, Hours during Market Hours: 4, Duties: Account for tax receipt revenue, review and pay invoices for GHAD managers, provide accounting/performance reports for each GHAD. 3) Name: CA Association of GHADs, Investment-Related: No., Address: N/A, Nature: non-profit association that serves Geological Hazard Abatement Districts in California, Position/Title: Board Member, Start: 01/01/2017, Hours/Month: 0.1, Hours during Market Hours: 0, Duties: Attend annual meeting and provide input on issues as needed

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-18
• S63 Uniform Securities Agent State Law Examination
  1991-11-08

Other Names

• Mark Irwin Miller