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Inactive

Mark Hermann Renz

Corient

Jupiter, FL

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-22
  • FL RA
    APPROVED
    Since 2024-07-22

Branch Locations

150 South Us Highway 1 Suite 501, Jupiter, FL 33477 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Socius Family Office, Llc Fort Lauderdale FL 01/2015 02/2023
Socius Family Office, Llc Ft. Lauderdale/Tequesta FL 02/2023 08/2024
Corient Jupiter FL 06/2024 Present
Corient Services Llc Miami FL 06/2024 Present
  • 01/2015 → 02/2023
    Socius Family Office, Llc
    Fort Lauderdale, FL
  • 02/2023 → 08/2024
    Socius Family Office, Llc
    Ft. Lauderdale/Tequesta, FL
  • 06/2024 → Present
    Corient
    Jupiter, FL
  • 06/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2015-01-20 → 2024-08-08
    Socius Family Office, Llc
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Delray Beach, FL
    Fort Lauderdale, FL
    Tequesta, FL
  • 2013-11-05 → 2015-01-08
    Barclay Breland Family Office
    Jupiter, FL
  • 2012-11-30 → 2014-04-10
    Lpl Financial Llc
    Jupiter, FL
  • 2010-07-30 → 2012-08-29
    Citigroup Global Markets Inc.
    Boca Raton, FL
    West Palm Beach, FL
  • 2004-11-29 → 2010-07-02
    Gfo Advisory Services, Llc
    Palm Beach Gardens, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-20
S65 Uniform Investment Adviser Law Examination 2001-03-16
  • S63 Uniform Securities Agent State Law Examination
    2010-08-20
  • S65 Uniform Investment Adviser Law Examination
    2001-03-16
Designations
Other Names
  • Mark Hermann Renz
  • Mark Renz
  • Mark H Renz

View on SEC IAPD

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JOSHUA BRETT RUDOLPH
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JASON WAYNE JOANIS
KIMBERLY LYNNE PIERCE
JACOB ANTHONY METRO
CHARLES JOHN DANIELS

Other Offices

SLATESTONE WEALTH LLC · JUPITER, FL
&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL

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