Mark S Chando

Current Employers

Employment History

• 06/2014 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 05/2020 → Present
  Capfinancial Partners, Llc (Captrust)
  Raleigh, NC

Other Businesses

(1) BOYS AND GIRLS CLUB OF EASTON; 210 JONES HOUSTON WAY, EASTON, PA 18044-0741; 3/2017; BOARD MEMBER; OVERSIGHT OF THE LOCAL ORGANIZATION'S STRATEGIC INITIATIVES AND BUDGET; NOT INVEST RELATED; THERE ARE OTHER FINANCIAL REPRESENTATIVES WHO ARE BOARD MEMBERS; 4-6 HOURS/MONTH, 1 HOUR/MONTH DURING BUSINESS HOURS; NO FORM OF COMPENSATION. (2) STRATEGIC ADVISOR GROUP; 600 HAMILTON STREET, SUITE 900, ALLENTOWN, PA 18101; 08/03/2015; MANAGER - CLIENT SERVICES; INVESTMENT ADVISORY SERVICES, WEALTH AND ESTATE PLANNING, INSURANCE SERVICES; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; EXPENSE REIMBURSEMENT, WAGES/SALARY/TIPS. (3) VALLEY YOUTH HOUSE; 3400 HIGH POINT BLVD., BETHLEHEM, PA 18017; NOT INVESTMENT RELATED; ADVISORY COUNCIL MEMBER; ANSWER GENERAL QUESTIONS ABOUT HOW CHARITABLE GIVING WORKS, HELP PROSPECTIVE DONORS WITH CHARITABLE PLANNING; 12/17/2025; 1 HO/MO; 0 HO/MO DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-25
• S63 Uniform Securities Agent State Law Examination
  2014-12-22

Other Names

• Mark Chando