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Mark A Bernazzani

My Personal Cfo, LLC

Vancouver, WA

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Current Employers
My Personal Cfo, Llc

1220 Main Street Suite 400, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-13
LA RA APPROVED 2021-11-16
WA RA APPROVED 2019-01-04
  • TX RA
    APPROVED_RES
    Since 2023-03-13
  • LA RA
    APPROVED
    Since 2021-11-16
  • WA RA
    APPROVED
    Since 2019-01-04

Branch Locations

1220 Main Street Suite 400, Vancouver, WA 98660 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brighton Jones Llc Portland OR 04/2013 05/2018
Unemployed Vancouver WA 05/2018 10/2018
My Personal Cfo Vancouver WA 10/2018 Present
  • 04/2013 → 05/2018
    Portland, OR
  • 05/2018 → 10/2018
    Unemployed
    Vancouver, WA
  • 10/2018 → Present
    My Personal Cfo
    Vancouver, WA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-10-07
  • S63 Uniform Securities Agent State Law Examination
    2009-10-07
Designations
Other Names
  • Mark A Bernazzani
  • Mark Anthony Bernazzani

View on SEC IAPD

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