Mark Douglas Mensack

Current Employers

Employment History

• 07/2014 → 07/2018
  Fsc Securities
  Marlton, NJ
• 07/2018 → 09/2020
  Securities Service Network
  Marlton, NJ
• 07/2018 → 09/2020
  Ssn Advisory Inc
  Marlton, NJ
• 09/2020 → 06/2024
  Securities America, Inc.
  Rehoboth Beach, DE
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Rehoboth Beach, DE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rehoboth Beach, DE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rehoboth Beach, DE

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Malvern, PA
  Ardmore, PA
  Rehoboth Beach, DE
• 2018-07-11 → 2020-09-18
  Ssn Advisory, Inc.
  Malvem, PA
• 2014-08-13 → 2018-07-16
  Fsc Securities Corporation
  Marlton, NJ
  Marlton, NJ
• 2009-11-13 → 2014-08-18
  Piedmont Investment Advisors, Llc
  Lansdowne, VA
• 2009-06-01 → 2009-11-12
  Morgan Stanley
  Mt. Laurel, NJ
• 2008-08-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  Mt. Laurel, NJ
• 2005-02-18 → 2008-09-10
  Janney Montgomery Scott Llc
  Marlton, NJ
  Marlton, NJ
• 2002-11-27 → 2003-08-07
  Legg Mason Wood Walker, Incorporated
  Marlton, NJ

Other Businesses

1. PHRONETIC RETIREMENT ADVISORS POSITION: Principal NATURE: Sale of Life Insurance and Fixed & Equity Indexed Annuity Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/01/2015 ADDRESS: 19238 AMERICAN HOLLY ROAD REHOBOTH BEACH DE 19971, DESCRIPTION: Financial consulting, investment advisory, and sale of Life Insurance and Fixed & Equity Indexed Annuity Products 2. PHRONETIC RETIREMENT ADVISORS POSITION: Advisor NATURE: Investment Advisory and Retirement Income Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2015 ADDRESS: 19238 AMERICAN HOLLY ROAD REHOBOTH BEACH DE 19971 DESCRIPTION: investment advisory with a focus on retirement income planning. 3. INSURANCE POSITION: CEO NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/22/2015 ADDRESS: 19238 American Holly Rd, Rehoboth Beach DE 19971, United States DESCRIPTION: Sale of life insurance and fixed & variable annuity products. 4. PRUDENT CHAMPION, INC. POSITION: Chief Ethics Officer NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2015 ADDRESS: 19238 American Holly Rd, Rehoboth Beach DE 19971, United States DESCRIPTION: PROVIDE FIDUCIARY CONSULTING SERVICES TO FOUNDATIONS, ENDOWMENTS, RETIREMENT PLANS AND ANY OTHER FIDUCIARY SITUATION. DUTIES/SERVICES CONSIST OF:FIDUCIARY EDUCATION - PRESENT AT CONFERENCES, MONTHLY MEETINGS AND IN SMALL GROUPS. PUBLISH ARTICLES REGARDING FIDUCIARY ISSUES. EXAMPLES CAN BE FOUND ON MY WEBSITE UNDER RESOURCES/ARTICLES-PRESENATIONS. FIDUCIARY ASSESSMENTS - EVALUATE HOW WELL A FIDUCIARY IS COMPLYING WITH THE GLOBAL FIDUCIARY STANDARD OFEXCELLENCE. SEE HTTP://WWW.FI360.COM/MAIN/PDF/HANDBOOK_STEWARD.PDF ERA GROUP, FORMERLY EXPENSE REDUCTION ANALYSTS - IDENTIFY EXCESS EXPENSES IN FIDUCIARY ACCOUNTS (E.G. PENSIONS, FOUNDATIONS, ENDOWMENTS, ETC.) AND IDENTIFY LESS EXPENSIVE ALTERNATIVES. THIS SERVICE WILL PROVIDED VIA EXPENSE REDUCTION ANALYSTS (WWW.ERAGROUP.COM) AND CAN BE DONE ON A FEE FOR SERVICE BASIS OR ON A CONTINGENCY BASIS.REQUEST FOR PROPOSALS - CREATE AND EXECUTE RFP'S & RFI'S. FIDUCIARY CERTIFICATIONS - SERVE AS AN ANALYST FOR THE CENTRE OF FIDUCIARY EXCELLENCE (CEFEX) CONDUCTING FORMAL FIDUCIARY ASSESSMENTS FOR WHICH CEFEX PROVIDES CERTIFICATION. Business Development - Educate advisors on best and bad fiduciary practices;identifying fiduciarily vulnerable plans/foundations/endowments; and how CEFEX Certification can help them gain clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-10-28
• S65 Uniform Investment Adviser Law Examination
  2002-11-25

Other Names

• Mark Mensack