Joel Donald Marks

Current Employers

Employment History

• 03/2014 → 04/2018
  Capital One Financial Advisors
  Melville, NY
• 01/2015 → 04/2018
  Capital One Sharebuilder, Inc.
  Mclean, VA
• 01/2015 → 04/2018
  Sharebuilder 401K
  Seattle, WA
• 06/2016 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2018 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2018 → 05/2018
  Unemployed
  Madison, VA
• 05/2022 → Present
  Ameriprise Financial Services, Llc
  Fredericksburg, VA

Previous Registrations

• 2018-06-06 → 2022-05-17
  Cuna Brokerage Services, Inc.
  Charlottesville, VA
  Waverly, IA
  Fredericksburg, VA
  Fredericksburg, VA
  Farmville, VA
  Fredericksburg, VA
• 2015-01-28 → 2018-05-02
  Capital One Advisors, Llc
  Seattle, WA
• 2014-03-13 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
  Mclean, VA

Other Businesses

Other Business Activities; Money Success Radio Program; Radio program on C'ville 107.5 and WCHV 1260 in the Charlottesville area Saturday mornings at 8:30. General informational programing trying to make the financial world understandable to the general public.; 481 Hillsdale Drive Suite #300, , Charlottesville, VA, 22901; Investment-Related; 05/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Pastor; I am an ordained minister that currently does pulpit supply for various churches. This is about 6 times a year. As a pulpit supply, I am compensated with an honorarium. This varies between $100 and $150. Up until know I have not been actively in the pulpit.; 730 River Road, , Madison, VA, 22727; Not Investment-Related; 03/15/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-02
• S63 Uniform Securities Agent State Law Examination
  1993-08-27

Designations

Other Names

• Joel D Marks
• Joel Marks