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Mark James Smith

Cpr Investments Inc

Rochester, MI

Troy, NY

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Current Employers
Cpr Investments Inc

1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-02-10
  • NY RA
    APPROVED
    Since 2022-02-10

Branch Locations

1600 Parkdale Road Suite 201, Rochester, MI 48307 • United States

Troy, NY • 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
Cpr Investments Inc Rochester MI 02/2022 Present
Walmart Rotterdam NY 09/2019 Present
Walmart New Hartford NY 01/2016 09/2019
  • 02/2022 → Present
    Cpr Investments Inc
    Rochester, MI
  • 09/2019 → Present
    Walmart
    Rotterdam, NY
  • 01/2016 → 09/2019
    Walmart
    New Hartford, NY
Other Businesses

WALMART; NON INVESTMENT RELATED; PHARMACY MANAGER; START DATE 09/2019; ROTTERDAM, NY; APPROXIMATELY 90% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-03
  • S65 Uniform Investment Adviser Law Examination
    2022-02-03

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CLARKSTON CAPITAL PARTNERS, LLC
SOLYCO CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ADVIZE WEALTH MANAGEMENT

Other Investors

David M. Anderson
Paul Joseph Moceri
JOSEPH EVERETT KENYON
DAVID ANTHONY SMITH
Charbel Salem
Faith Marzolf
ROBERT ALAN RUBARTH
KEVIN JOSEPH VAN DE STEENE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

More in Rochester, MI

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