Mark Wander

Current Employers

Employment History

• 08/1975 → Present
  Baratz & Associates Cpa
  Marlton, NJ
• 11/2011 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 02/2022 → Present
  Cora Capital Advisors Llc
  Marlton, NJ
• 11/2011 → 12/2022
  American Portfolios Advisors, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Marlton, NJ

Previous Registrations

• 2011-11-23 → 2022-12-31
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-07-02 → 2011-11-23
  Pts Brokerage, Llc
  Marlton, NJ
  Mount Laurel, NJ
  Marlton, NJ

Other Businesses

1.BARATZ & ASSOCIATES P.A. CPA CORPORATION. ACCOUNTING PRACTICE. OFFICER/DIRECTOR. DEVOTE 160 HRS/MO. FINANCIAL INTEREST $50,000.ESTABLISHED 1982. COMPENSATION APPROX# $200,000. OWN 20% 2.B&A I,II,III,IV,V THESE ARE PASSIVE INVESTMENTS PARTNER. DEVOTE 2 HRS/MO.LIMITED PARTNERSHIP. FINANCIAL INTEREST $25,000. OWN 14-20%. PLAN TO CONTINUE ALL INTERESTS. 3. PILLAR BENEFITS, LLC - 4A EVES DR SUITE 106 MARLTON, NJ 08053, NATURE:BENEFITS AND INSURANCE. POSITION: OWNER DUTIES: SALES AND ADMINISTRATION. STARTED 6/1/07: HRS/MTH: 20. 4.BARATZ FINANCIAL SERVICES, LLC - INSURANCE AGENCY (FIXED INSURANCE); SALES OF FIXED INSURANCE PRODUCTS (20% OWNER). START DATE: 11/2007; DEVOTES 75 HRS PER MONTH, 75 HRS DURING MARKET HRS. 9/9/13 5. ESTATE OF THEODORE RENDFREY - CO-EXECUTOR OF ESTATE. NOT SECURITIES RELATED. START DATE 5/7/2014. 50% OWNERSHIP. 8-10 HOURS DEVOTED PER MONTH, 8-10 HOURS DEVOTED PER MONTH DURING MARKET HOURS. 6. CORA CAPITAL ADVISORS, LLC, SALE OF VARIOUS FIXED INSURANCE PRODUCTS, NON INVESTMENT RELATED, START DATE = 2/6/2015, COMPENSATION = $63,500/YEAR, 75 HOURS PER MONTH, 70 HRS DURING MARKET HOURS 7. Cora Capital Assurance - Marlton NJ non-investment related; insurance broker; insurance sales; 2/6/2015; 5 hours per month; 5 hours per month during trading hours. 8.CORA CAPITAL ADVISORS-MARLTON, NJ-SEC REGISTERED INVESTMENT ADVISOR-INVESTMENT RELATED-03/2022-0% OWNERSHIP-100 HOURS DEVOTED PER MONTH-100 HOURS DEVOTED DURING TRADING HOURS 9. AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. - INVESTMENT RELATED - MARLTON NJ - BROKER-DEALER - REGISTERED REPRESENTATIVE - 11/2011 - APPX. 10 HRS/MNTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-12-19

Designations

Other Names

• Mark Henry Wander