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Mark Richard Mogle

Mogle Financial Solutions

Littleton, CO

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Current Employers
Mogle Financial Solutions

10901 West Toller Drive Suite 350, Littleton, CO 80127 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-23
  • CO RA
    APPROVED
    Since 2026-03-23

Branch Locations

10901 West Toller Drive Suite 350, Littleton, CO 80127 • 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
OrganizationCityStateFromTo
Ep Wealth Advisors Torrance CA 01/2014 09/2016
Virtue Capital Management, Llc Brentwood TN 03/2019 12/2019
Jack Nadel International Denver CO 09/2016 06/2018
Legacy Financial Littleton CO 08/2018 12/2019
Paller Financial Services Centennial CO 01/2020 01/2026
Mogle Financial Solutions Llc Littleton CO 02/2026 Present
  • 01/2014 → 09/2016
    Ep Wealth Advisors
    Torrance, CA
  • 03/2019 → 12/2019
    Virtue Capital Management, Llc
    Brentwood, TN
  • 09/2016 → 06/2018
    Jack Nadel International
    Denver, CO
  • 08/2018 → 12/2019
    Legacy Financial
    Littleton, CO
  • 01/2020 → 01/2026
    Paller Financial Services
    Centennial, CO
  • 02/2026 → Present
    Mogle Financial Solutions Llc
    Littleton, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-29
  • S65 Uniform Investment Adviser Law Examination
    2011-03-29
Designations
Other Names
  • Mark R Mogle

View on SEC IAPD

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