Mark Thomas Anastasoff

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2001 → Present
  Curry Agency
  Scarborough, ME
• 08/2001 → Present
  Independent Insurance Agent
  Scarborough, ME
• 05/2016 → Present
  Signator Investors, Inc.
  Scarborough, ME
• 07/2017 → 06/2024
  Securities America Inc.
  Scarborough, ME
• 07/2017 → 06/2024
  Securities America Advisors
  Scarborough, ME
• 06/2024 → Present
  Osaic Wealth, Inc.
  Scarborough, ME

Previous Registrations

• 2017-07-25 → 2024-06-14
  Securities America Advisors, Inc.
  Scarborough, ME
• 2016-05-13 → 2017-08-02
  Signator Investors, Inc.
  Scarborough, ME
• 2007-04-23 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Scarborough, ME

Other Businesses

***Noyce, Hall, & Allen Insurance Position: P & C Agent Nature: Refer P & C Clients to Noyse, Hall, & Allen Insurance Investment Related: No - Start Date: 01/01/2015 Address: 170 Ocean Street, Suite 1A, South Portland ME 04106 Description: Refer prospects to Noyce, Hall & Allen who need P & C Insurance and I am paid a split commission ***Executor named in mothers will Position: Executor Nature: Named executor in mother will Investment Related: No - Start Date: 07/01/2002 Address: 9 Bornheimer Place, Scarborough ME 04074 Description: Named executor in Pricilla Anastasoff's Will. This is my mother. ***CURRY AGENCY INC POSITION: 50% owner with my wife NATURE: Seasonal Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2001 ADDRESS: 9 Bornheimer Place, Scarborough ME 04074, United States DESCRIPTION: Rent seasonal vacation properties ***INNOVA WEALTH & INSURANCE ADVISORS POSITION: Oversee Operations NATURE: Sale of Group and Individual Insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 01/01/1987 ADDRESS: 10 Plaza Drive, Suite 1A, Scarborough ME 04074 DESCRIPTION: We are a licensed insurance agency and market group insurance products, life insurance, long term care insurance, disability insurance, individual health insurance, Medicare supplements, and annuities ***MARK ANASTASOFF-EXECUTOR OF WILL POSITION: Executor NATURE: Executer of Father In laws Will INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2021 ADDRESS: 9 Bornheimer Place, Scarborough ME 04074 DESCRIPTION: Upon father in law's death i will be the personal representative/executer of his will ***MARK ANASTASOFF POSITION: Executer & POA as needed NATURE: Executer of will and POA for my brother-in-law Todd Curry INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2022 ADDRESS: 9 Bornheimer Place, Scarborough ME 04074 DESCRIPTION: Agreed to act as POA and the Executer of my brother in laws Will when required. No current duties planned until required. I read the documents on 10-9-22 that my brother-in-law completed on 3-3-2022 with his attorney.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-19

Designations

• Chartered Financial Consultant