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Mark Andrew Witaschek

Aurelius Family Office, LLC

Bedford, NH

Tullahoma, TN

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Current Employers
Aurelius Family Office, Llc

3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-06-27
NH RA APPROVED 2022-10-20
TX RA APPROVED_RES 2022-10-03
  • TN RA
    APPROVED
    Since 2024-06-27
  • NH RA
    APPROVED
    Since 2022-10-20
  • TX RA
    APPROVED_RES
    Since 2022-10-03

Branch Locations

3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States

Tullahoma, TN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mclean Asset Management Corporation Mclean VA 10/2009 12/2022
Aurelius Family Office, Llc Bedford NH 08/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-15
S63 Uniform Securities Agent State Law Examination 1984-05-05
  • S65 Uniform Investment Adviser Law Examination
    2011-07-15
  • S63 Uniform Securities Agent State Law Examination
    1984-05-05

View on SEC IAPD

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