Mark Phillip Pinzone

Current Employers

Employment History

• 09/1995 → Present
  Brunswick City School District
  Brunswick, OH
• 10/2015 → 05/2025
  L.M. Kohn & Company
  Cincinnati, OH
• 05/2025 → Present
  M3 Wealth Management, Llc
  North Royalton, OH
• 05/2025 → Present
  The Leaders Group, Llc
  Summit, NJ
• 06/1995 → Present
  Berson Sokol Agency
  Beachwood, OH
• 11/2019 → 04/2023
  Financial Adviser
  Walnut Creek, CA

Previous Registrations

• 2015-10-16 → 2025-05-19
  L.M. Kohn & Company
  Strongsville, OH
  North Royalton, OH
  Strongsville, OH
  Strongsville, OH
• 2015-03-02 → 2015-11-05
  Primesolutions Securities, Inc.
  Strongsville, OH
  Cleveland, OH
  Strongsville, OH

Other Businesses

1.) M3 WEALTH MANAGEMENT - 5/15/2025 - 17601 W 130th Street, North Royalton, OH 44133 - Part Owner of RIA and IAR of the RIA, As a fiduciary, I will provide fee based advisory services for clients that include Investing, managing and creating portfolios for clients for investment and retirement planning, Invt Rel, RIA business, 120 hrs/mo; 120 hrs/mo (during trading hours). 2.) BRUNSWICK CITY SCHOOL DISTRICT - 3/15/95 - 3581 Center Road, Brunswick, OH 44212 - high School business teacher, Teach 9-12th graders business courses such as marketing, finance, law, entrepreneurship, Not Invt Rel, HS business teacher, 120 hrs/mo; 80 hrs/mo (during trading hours). 3.) BERSON SOKOL INSURANCE AGENCY - 6/14/25 - 17601 W 130th Street, North Royalton, OH 44133 - Independent Insurance Agent, Occasional sales of term life, fixed annuities or LTC policies if in the best interest of the client, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 4.) MEDINA CITY SCHOOL DISTRICT - 6/1/2026 - 739 Weymouth Road Medina, Ohio 44256 - Assistant Football Coach, Coaching High School Football, Not Invt Rel, 40 hrs/mo; 5 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-16
• S63 Uniform Securities Agent State Law Examination
  2002-10-14