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Mark Stephan Mccurry

Geneva Partners, LLC

Lake Geneva, WI

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Current Employers
Geneva Partners, Llc

820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-05-18
  • IL RA
    APPROVED
    Since 2016-05-18

Branch Locations

820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • 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
Self-Employed Abingdon IL 11/1985 Present
Abingdon United Methodist Church Abingdon IL 06/1991 Present
Geneva Partners, Llc Lake Geneva WI 05/2016 Present
  • 11/1985 → Present
    Self-Employed
    Abingdon, IL
  • 06/1991 → Present
    Abingdon United Methodist Church
    Abingdon, IL
  • 05/2016 → Present
    Lake Geneva, WI
Previous Registrations
  • 2016-05-18 → 2017-12-31
    Lake Geneva, WI
  • 2015-01-30 → 2016-05-05
    Birmingham, AL
  • 2003-06-30 → 2015-01-30
    Wrp Investments, Inc.
    Youngstown, OH
    Abingdon, IL
    Youngstown, OH
  • 1998-05-11 → 2003-07-10
    Ffp Advisory Services Inc
    Abingdon, IL
Other Businesses

1)MARK S. MCCURRY CFP, 200 WESTERN AVENUE, ABINGDON, IL 61410: SOLE PROPRIETORSHIP, NATURE OF BUS: INSURANCE SALES & SERVICE, TITLE: OWNER, DUTIES: SALES & SERVICE OF INSURANCE, PERCENT OF TIME: 20%, COMPENSATION: COMMISSION, 2)ABINGDON UNITED METHODIST CHURCH, 401 N WASHINGTON STREET, ABINGDON, IL 61410: NON-PROFIT, NATURE OF BUS: CHURCH, TITLE: TREASURER, DUTIES: PAY AND ACCOUNT FOR CHURCH MONIES, PERCENT OF TIME: 2%, COMPENSATION: MONTHLY WAGES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-15
S63 Uniform Securities Agent State Law Examination 1991-10-16
  • S65 Uniform Investment Adviser Law Examination
    1999-11-15
  • S63 Uniform Securities Agent State Law Examination
    1991-10-16
Designations
Other Names
  • Mark Stephen Mccurry

View on SEC IAPD

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