Mark Avallone

Current Employers

Employment History

• 09/1991 → 09/2021
  University Of Maryland
  College Park, MD
• 05/2004 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 09/2005 → 09/2021
  Potomac Wealth Advisors, Llc
  Rockville, MD
• 04/2021 → 09/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 09/2021
  Grove Point Investments, Llc
  Rockville, MD
• 09/2021 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2021 → Present
  Potomac Wealth Advisors
  Rockville, MD

Previous Registrations

• 2021-04-01 → 2021-09-09
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Rockville, MD
• 2005-09-23 → 2021-04-01
  Grove Point Investments, Llc
  Bethesda, MD
  Rockville, MD
  Bethesda, MD
• 2004-08-02 → 2005-10-18
  Solutions Planning Group, Inc.
  Bethesda, MD
• 2003-03-04 → 2004-05-19
  Banc Of America Investment Services, Inc.
  Chevy Chase, MD
• 2003-02-21 → 2003-03-17
  Truist Investment Services, Inc.
  Chevy Chase, MD

Other Businesses

1. Fixed insurance sales; as of 06/25/2021; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner and President, Potomac Wealth Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/13/2005; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Author, Countdown to Financial Freedom, Located in Bethesda, MD, as of 2016; 0% of time spent during business hours; Not Conducted at branch location; Investment related. 4. Author, Forbes; writing articles on finance & economics; Located in Rockville, MD, as of 5/01/2025; 5% of time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-02

Designations