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Mark Christopher Scalzo

Validex Global Investing

Irvine, CA

CRD 2365455

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Employer firm

Validex Global Investing CRD 166575

$353M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • RESEARCH, MODEL PORTFOLIOS

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

Current Employers
Validex Global Investing

2211 Michelson Drive Suite 900, Irvine, CA 92612 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

2211 Michelson Drive Suite 900, Irvine, CA 92612 • 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
Validus Growth Investors Llc San Diego CA 11/2012 Present
Lucia Capital Management San Diego CA 07/2014 01/2020
  • 11/2012 → Present
    Validus Growth Investors Llc
    San Diego, CA
  • 07/2014 → 01/2020
    Lucia Capital Management
    San Diego, CA
Previous Registrations
  • 2014-07-23 → 2020-09-30
    Pinhook Capital, Llc
    San Diego, CA
  • 2013-04-25 → 2013-07-12
    Concert Wealth Management
    Truckee, CA
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-16
  • S65 Uniform Investment Adviser Law Examination
    2013-04-16
Other Names
  • Mark Christopher Scalzo

View on SEC IAPD

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