Best Investors Account Sign in

Mark David Soloperto

Capital Analysts

Braintree, MA

Claim This Profile
Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-08-02
  • MA RA
    APPROVED
    Since 2022-08-02

Branch Locations

35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • 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
Lincoln Investment Waltham MA 11/2012 Present
Capital Analysts, Llc Waltham MA 07/2022 Present
  • 11/2012 → Present
    Lincoln Investment
    Waltham, MA
  • 07/2022 → Present
    Capital Analysts, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-19
S63 Uniform Securities Agent State Law Examination 2010-04-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-19
  • S63 Uniform Securities Agent State Law Examination
    2010-04-01
Other Names
  • Mark Soloperto
  • Mark D Soloperto

View on SEC IAPD

Other Firms

NAPIER FINANCIAL
MG FINANCIAL LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
GREAT VALLEY ADVISOR GROUP, LLC
VOYA RETIREMENT ADVISORS, LLC
PEDDOCK CAPITAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Other Investors

Dante Marco Coppola
ADAM J DANI
ALEXANDER GREGORY WEISS
ROBERT CHRISTOPHER NAPOLITANO
ANNE NICOLE GOUTHRO
THOMAS HASTINGS FLETCHER
JOHN PAUL NAPOLITANO
Kate Elisabeth Chilson

Other Offices

NAPIER FINANCIAL · BRAINTREE, MA
MG FINANCIAL LLC · BRAINTREE, MA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA
GREAT VALLEY ADVISOR GROUP, LLC · BRAINTREE, MA
VOYA RETIREMENT ADVISORS, LLC · Braintree, MA
GREAT VALLEY ADVISOR GROUP, LLC · Braintree, MA
PEDDOCK CAPITAL ADVISORS, LLC · BRAINTREE, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRAINTREE, MA

More in Braintree, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor