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Mark Robert Finney

Kintra Wealth, LLC

Marysville, OH

Kintra Investments, LLC

Marysville, OH

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Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-06
  • OH RA
    APPROVED
    Since 2026-01-06

Branch Locations

127 W. 5Th Street, Marysville, OH 43040 • United States

Kintra Investments, Llc

127 W. 5Th Street, Marysville, OH 43040 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-12-22
TX RA APPROVED 2023-12-21
  • OH RA
    APPROVED
    Since 2023-12-22
  • TX RA
    APPROVED
    Since 2023-12-21

Branch Locations

127 W. 5Th Street, Marysville, OH 43040 • 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
Commonwealth Financial Network Waltham MA 10/2015 12/2023
Mccarthy & Cox Retirement & Estate Specialist Marysville OH 10/2015 01/2026
Kintra Wealth, Llc Marysville OH 01/2026 Present
Previous Registrations
  • 2015-10-30 → 2023-12-31
    Commonwealth Financial Network
    Marysville, OH
    Dublin, OH
    Marysville, OH
    Marysville, OH
  • 2011-04-27 → 2015-11-03
    U.S. Bancorp Investments, Inc.
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    San Jose, CA
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Hilliard, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Lewis Center, OH
    Delaware, OH
    Columbus, OH
    Columbus, OH
    Westerville, OH
    Columbus, OH
    Canal Winchester, OH
    Columbus, OH
  • 2010-02-10 → 2011-04-25
    Pnc Wealth Management Llc
    Columbus, OH
    Columbus, OH
    Hilliard, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
    Columbus, OH
Other Businesses

1. Insurance agent selling fixed life, fixed annuity, long term care, and disability insurance products, conducted at branch, investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-22
S63 Uniform Securities Agent State Law Examination 2005-12-19
  • S65 Uniform Investment Adviser Law Examination
    2010-02-22
  • S63 Uniform Securities Agent State Law Examination
    2005-12-19
Designations

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
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KINGSVIEW WEALTH MANAGEMENT, LLC

Other Investors

RYAN EDWIN MICKELSON
MEGAN MCCARTHY COLLINS
Jonathan Wade Lawrence
WESLEY WAYNE BEAN
JAMES B COX
Tyler Metzger
Quinn Mickelson
TONY EDWARD DALTON

Other Offices

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC · MARYSVILLE, OH
KINTRA WEALTH, LLC · Marysville, OH
EDWARD JONES · MARYSVILLE, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Marysville, OH
THRIVENT INVESTMENT MANAGEMENT INC. · MARYSVILLE, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Maysville, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Marysville, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Marysville, OH

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