Mark Allan Moberg

Employer firm

Green Ocean Global Advisors LLC CRD 321145

$115M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/1997 → 02/2021
  First Financial Asset Management Inc
  Tampa, FL
• 12/2005 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 12/2021
  Grove Point Investments, Llc
  Rockville, MD
• 03/2024 → Present
  Green Ocean Global Advisors Llc
  Tampa, FL
• 12/2021 → 03/2024
  Unemployed
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-16

Designations

• Certified Financial Planner