Mark Thomas Wagner

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Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-12-20

VA RA
APPROVED

Since 2024-12-20

Branch Locations

330 John Carlyle Street Suite 400, Alexandria, VA 22314 • 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

Organization	City	State	From	To
Lpl Financial, Llc	Alexandria	VA	06/2014	10/2018
Campbell Wealth Management	Alexandria	VA	06/2014	12/2024
Madison Avenue Securities, Llc	San Diego	CA	10/2018	12/2024
Capfinancial Partners Llc (Captrust)	Raleigh	NC	12/2024	Present
Capfinancial Securities Llc	Raleigh	NC	12/2024	Present

06/2014 → 10/2018

Lpl Financial, Llc

Alexandria, VA
06/2014 → 12/2024

Campbell Wealth Management

Alexandria, VA
10/2018 → 12/2024

Madison Avenue Securities, Llc

San Diego, CA
12/2024 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
12/2024 → Present

Capfinancial Securities Llc

Raleigh, NC

Previous Registrations

2017-02-08 → 2025-03-28

Campbell Wealth Management, Inc.

Alexandria, VA
2012-05-29 → 2013-10-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winchester, MA

Belmont, MA

Belmont, MA

Malden, MA

Arlington, MA

Malden, MA

Arlington, MA
2011-04-18 → 2012-03-14

Wells Fargo Clearing Services, Llc

Waltham, MA
2006-08-25 → 2008-09-09

Great Lakes Advisors, Llc

Chicago, IL
2004-04-06 → 2007-01-16

Wagner Investment Management, Llc

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-06-10

S66 Uniform Combined State Law Examination

2011-06-10

Designations

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC

INTEGRATED WEALTH CONCEPTS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

THE EDGAR LOMAX COMPANY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda

NICOLE RENEE WRIGHT

JEFFREY MARTIN CALLAN

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA

INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA

LPL FINANCIAL LLC · ALEXANDRIA, VA

EDWARD JONES · Alexandria, VA

THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA

LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

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