Marc R Angle

Current Employers

Employment History

• 01/2013 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 01/2013 → 01/2020
  Bank Of America, N.A.
  Orlando, FL
• 04/2022 → 06/2024
  Alphaq Advisors D/B/A Haven Private
  Orlando, FL
• 01/2020 → 04/2022
  Fieldpoint Private
  Orlando, FL
• 04/2022 → Present
  Elevate Iv, Llc
  Orlando, FL
• 03/2023 → Present
  Topper Hill, Llc D/B/A Topper Hill Group
  Orlando, FL
• 03/2023 → Present
  Enclave Risk Management, Llc
  Orlando, FL
• 12/2023 → Present
  Haven Private, Llc
  Orlando, FL
• 07/2024 → 08/2024
  Alphaq Advisors, Llc
  Orlando, FL
• 06/2025 → Present
  Intentionalize, Llc
  Orlando, FL

Previous Registrations

• 2022-04-08 → 2024-07-03
  Alphaq Advisors
  Winter Park, FL
• 2020-01-28 → 2022-04-07
  Dominari Securities Llc
  New York, NY
  Orlando, FL
  New York, NY
• 2013-02-21 → 2020-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
• 2010-01-18 → 2013-01-31
  Alliancebernstein L.P.
  Tampa, FL

Other Businesses

1. Thayer Road Capital, LLC; Not investment related; 5172 Dorwin Place, Orlando FL 32814; This entity is an non-operating LLC that receives referral fees for introductions that Mr. Angle makes to non-clients who operate in the medical laboratory business; No position or title; Start date is pending; 0 hours spent per month and 0 hours spent during trading hours; no ongoing or official duties relating to this OBA. 2. Orlando Police Foundation; Not investment related; 1250 W South St. Orlando FL 32805; Charitable organization that supports the work of the Orlando Police Department though donation of funds, services and goods; Board Member; Board Member; April 2021; 3 hours per month; No hours during regular market hours; 3. Dripd LLC; Not Investment related; 5172 Dorwin PI, Orlando FL 32814; This entity is an online drop-ship retail storefront, Mr. Angle has no involvement in this business as he is only listed on the entity to assist his minor son; No Position or title; March 25, 2024; 0 hours spent per month and 0 hours spent during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-01-14

Other Names

• Marc Angle
• Marc Richard Angle