Mark Allen Dalman

Current Employers

Employment History

• 10/2009 → 04/2018
  Lpl Financial Llc
  Grand Rapids, MI
• 04/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2010 → 04/2022
  Elite Wealth Management
  Grand Rapids, MI
• 04/2018 → 06/2023
  Cwm, Llc
  Grand Rapids, MI
• 03/2023 → Present
  Advanced Wealth Solutions, Llc
  Grand Rapids, MI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-04-09 → 2023-07-12
  Cwm, Llc
  Grand Rapids, MI
• 2013-09-27 → 2018-04-16
  Lpl Financial Llc
  Grand Rapids, MI

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2018 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 14 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE, DENTAL, AND VISION (2) NAME OF OTHER BUSINESS: NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 5/2015 APX NUMBER OF HOURS PER WEEK: 15 MINUTES APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: NOTARY (3) NAME OF OTHER BUSINESS: ADVANCED WEALTH SOLUTIONS, LLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2013-09-06