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Inactive

Mark Steven Kavolius

Ducenta Squared Asset Management

El Segundo, CA

East Walpole, MA

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Current Employers
Ducenta Squared Asset Management

2240 E. Maple Ave, El Segundo, CA 90245 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-24
MA RA APPROVED 2020-08-11
  • TX RA
    APPROVED_RES
    Since 2020-11-24
  • MA RA
    APPROVED
    Since 2020-08-11

Branch Locations

2240 E. Maple Ave, El Segundo, CA 90245 • United States

East Walpole, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tortoise Credit Strategies, Llc Leawood KS 06/2016 07/2020
R Squared Bm Llc, D/B/A Ducenta Squared Asset Management Los Angeles CA 07/2020 Present
  • 06/2016 → 07/2020
    Tortoise Credit Strategies, Llc
    Leawood, KS
  • 07/2020 → Present
    R Squared Bm Llc, D/B/A Ducenta Squared Asset Management
    Los Angeles, CA
Previous Registrations
  • 2016-06-27 → 2020-07-21
    Tortoise Credit Strategies, Llc
    East Walpole, MA
    Leawood, KS
  • 2011-01-13 → 2016-06-21
    Bradford & Marzec, Llc
    Los Angeles, CA
  • 2007-06-04 → 2009-09-08
    Stonebridge Advisors Llc
    Wilton, CT
  • 2005-10-06 → 2006-08-31
    Bny Mellon Securities Corporation
    East Walpole, MA
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-27
S63 Uniform Securities Agent State Law Examination 1995-09-01
  • S65 Uniform Investment Adviser Law Examination
    2000-10-27
  • S63 Uniform Securities Agent State Law Examination
    1995-09-01
Other Names
  • Mark Kavolius

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · EL SEGUNDO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EL SEGUNDO, CA
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