Mark Daniel Sloss

Current Employers

Employment History

• 06/2016 → 12/2016
  Self-Employed
  Branchburg, NJ
• 12/2016 → Present
  Wilde Capital Management, Llc
  Summit, NJ
• 05/2018 → 07/2019
  Cirrus Research Llc
  Tarrytown, NY
• 11/2020 → Present
  Conscious Capital
  Branchburg, NJ
• 12/2016 → Present
  Regenerative Investment Strategies, Llc
  Branchburg, NJ

Previous Registrations

• 2020-12-14 → 2024-01-05
  Conscious Capital Wealth Management, Llc
  Branchburg, NJ
  Tampa, FL
• 2009-12-01 → 2016-06-15
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ

Other Businesses

1.) Regenerative Investment Strategies, LLC -- founded in Dec. of 2016, management consulting firm helping asset owners and asset managers with business and marketing strategy and product development in the environmental, social and governance(ESG) space. Company is pre-revenue. Future compensation will be based on consulting engagements and in no way involves the sale of securities or the giving of investment advice. 2.) Northbranch Records, LLC dba/ Professional Wind Instrument Consultants-- founded in January 2001. Started as a boutique classical music record label. Business subsequently expanded to involve there tail sale of professional musical instruments to musicians and conservatory students. President. Compensation is based on sales volume. 3.) Partner, partial owner of Wilde Capital Management, LLC, a NJ-registered RIA 4.) Mark Daniel Sloss is a registered analyst with Cirrus Research, LLC, an independent investment research firm. His responsibilities include investment research and portfolio construction. He spends 10 hours a month during trading hours to this activity. 10% of total yearly compensation derives from this business. 4) HEALRWORLD, LLC; CHIEF STRATEGIST AND ACTING CFO; INVESTMENT RELATED: NO; 78 NORTH BRIDGE STREET SOMERVILLE NJ 08876 USA; HEALRWORLD LLC DEVELOPS ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) DATA AND DEPLOYS UTILIZATION STRATEGIES ON PRIVATE SMALL AND MEDIUM SIZED ENTERPRISES (SMES).; DEVELOP METHODOLOGIES FOR THE DEVELOPMENT AND UTILIZATION OF ESG INSIGHTS ON SMALL PRIVATE BUSINESSES FOR USE ACROSS MULTIPLE STAKEHOLDER VERTICALS INCLUDING INDIVIDUALS, INSTITUTIONS, CORPORATES, GOVERNMENTS, CHARITIES AND NGOS. ALSO SERVING IN AN INTERIM CAPACITY ON BUSINESS PLANNING AND FINANCIAL MODELING AS ACTING CFO.; 2023-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 20;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 20;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 5;

Exams

• S66 Uniform Combined State Law Examination
  2009-11-30
• S63 Uniform Securities Agent State Law Examination
  1994-12-07

Other Names

• Mark D Sloss