Mark Damian Piccerelli

Current Employers

Employment History

• 02/2016 → 06/2021
  Ivy Wealth Management, Inc.
  Warwick, RI
• 03/2021 → 07/2025
  The Patriot Financial Group
  Westborough, MA
• 07/2025 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2021-03-18 → 2025-07-03
  The Patriot Financial Group, Llc
  West Warwick, RI
  Walpole, MA
• 2016-02-09 → 2021-06-30
  Ivy Wealth Management, Inc.
  West Warwick, RI
• 2002-01-01 → 2016-02-04
  M Holdings Securities, Inc.
  Cranston, RI
  East Greenwich, RI

Other Businesses

(1) MDP Financial Services, LLC, 1350 Division Rd. West Warwick, RI 02893, not investment related, started in 2019, insurance related, 10 hours per week dedicated to this OBA, 10 hours per week during securities trading hours. (2) Mr. Piccerelli is a member of The Brewers Guild, a membership organization of brewers. Location of the business: PO Box 6215 Warwick Rhode Island 02887. Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business. (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Piccerelli Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-26
• S63 Uniform Securities Agent State Law Examination
  1992-03-03

Other Names

• Mark D Piccerelli