Mark Thomas Wade

Employer firm

Echelon Virtual Family Office, LLC CRD 307166

$23.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2004 → 12/2019
  Echelon Wealth, Llc
  Sarasota, FL
• 01/2020 → Present
  Echelon Virtual Family Office, Llc
  Sarasota, FL
• 11/2023 → 09/2024
  Echelon Companies Llc
  Sarasota, FL
• 11/2023 → 09/2024
  Echelon Resource Teams Llc
  Sarasota, FL

Previous Registrations

• 2017-01-18 → 2019-12-31
  Echelon Wealth Strategies, L.L.C.
  Brentwood, TN
  Westfield, NJ
• 2013-05-03 → 2016-12-31
  Echelon Wealth Strategies, L.L.C.
  Westfield, NJ
• 2004-01-12 → 2012-12-31
  Echelon Wealth Strategies, L.L.C.
  Basking Ridge, NJ
• 2001-09-26 → 2004-01-28
  Signator Investors, Inc.
  Basking Ridge, NJ

Other Businesses

1) Echelon Wealth, LLC, Insurance agent, Investment related, 1990 Main Street, Suite 750, Sarasota, FL 34236, Start Date: 01/2004, Nature: Providing traditional insurance products and services, Spends approximately 20 hours per month during trading hours and 20 hours in total.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-27
• S63 Uniform Securities Agent State Law Examination
  1985-05-30