Mark Joseph Robles

Employer firm

Alta Pacific Wealth Management LLC CRD 169190

$65.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Alta Pacific Wealth Management Llc
  Mission Viejo, CA

Previous Registrations

• 2013-06-27 → 2014-07-11
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 2010-10-18 → 2013-07-03
  Wedbush Securities Inc.
  Mission Viejo, CA
  La Jolla, CA
  Mission Viejo, CA
• 2008-09-30 → 2010-10-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rancho Santa Fe, CA
  Irvine, CA
  Irvine, CA
• 2008-01-01 → 2008-10-07
  Wells Fargo Clearing Services, Llc
  Laguna Woods, CA
• 1997-07-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Laguna Woods, CA
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-05-28
• S63 Uniform Securities Agent State Law Examination
  1979-06-25