Mark Richard Jackson

Current Employers

Brandywine Oak Private Wealth Llc

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-07-27
TX	RA	APPROVED	2018-07-27

PA RA
APPROVED

Since 2018-07-27
TX RA
APPROVED

Since 2018-07-27

Branch Locations

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wilmington	DE	03/2007	07/2018
Bank Of America, N.A.	Wilmington	DE	05/2015	07/2018
Wyeth Private Wealth, Llc	Chadds Ford	PA	07/2018	10/2018
Purshe Kaplan Sterling Investments, Inc	Albany	NY	07/2018	12/2024
Brandywine Oak Private Wealth	Kennett Square	PA	10/2018	Present

03/2007 → 07/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE
05/2015 → 07/2018

Bank Of America, N.A.

Wilmington, DE
07/2018 → 10/2018

Wyeth Private Wealth, Llc

Chadds Ford, PA
07/2018 → 12/2024

Purshe Kaplan Sterling Investments, Inc

Albany, NY
10/2018 → Present

Brandywine Oak Private Wealth

Kennett Square, PA

Previous Registrations

2007-12-10 → 2018-07-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE

Other Businesses

1. Brandywine Oak Private Wealth-Investment related-500 Old Forge Lane, Suite 501, Kennett Square PA 19348-Registered Investment Advisor-Advisor-7/27/2018-160 hrs/mth-7 during trading hrs-Providing financial planning and investment advice to individuals and families. 2. A licensed independent insurance agent.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-07

S66 Uniform Combined State Law Examination

2007-12-07

Designations

View on SEC IAPD