Mark Andrew Trewitt

Current Employers

Employment History

• 05/1981 → Present
  Independent Insurance Producer
  Plano, TX
• 01/2006 → Present
  Ifsg Ltd Dba Integrated Financial Solutions Group
  Plano, TX
• 12/2009 → Present
  Integrated Marketing Solutions Llc
  Plano, TX
• 11/2010 → 11/2017
  Vfg Securities, Inc.
  Plano, TX
• 11/2010 → 12/2018
  Vfg Advisors, Inc.
  Plano, TX
• 04/2017 → 06/2017
  Niagara International Capital Limited
  Clarence, NY
• 10/2018 → Present
  Delta Investment Management, Llc
  Plano, TX

Previous Registrations

• 2010-11-10 → 2018-12-31
  Vfg Advisors, Inc.
  Los Angeles, CA
  Plano, TX
• 2009-03-12 → 2010-11-10
  Madison Avenue Securities, Llc
  Plano, TX
  San Diego, CA
  Plano, TX
• 2006-09-22 → 2009-03-25
  Madison Avenue Advisors, Inc.
  Plano, TX
  Plano, TX
• 2005-05-18 → 2006-09-25
  Kalos Management
  Ponte Vedra Beach, FL
  Plano, TX
• 2002-07-11 → 2004-10-27
  Ogilvie Security Advisors Corporation
  Plano, TX
• 2002-04-11 → 2002-07-19
  Walnut Street Advisers Inc
  Plano, TX

Other Businesses

All business conducted from the address listed in Item 1 of this Form U4, unless otherwise stated. (1) 01/2006-Present; Insurance Funding Solutions, LLC, Owner & Managing Partner since 1999. Sales of life/health insurance & annuities. 10% of time devoted. Holds Managing Partner interest in IFSG Ltd dba Integrated Financial Solutions Group since 01/2006. (2) 1/2006 - Present: IFSG, Ltd., dba Integrated Financial Solutions Group: Managing Member/Partner. Umbrella entity which offers financial planning, consulting, and other services to clients. (3) 1994-Present; life, disability & health insurance (non-securities related) also contracted directly through carriers & through First Financial Resources (FFR). IFSG Ltd. is a member of FFR receiving ins. commissions directly from carriers through FFR. (4) 2012-Present; IFSG Ltd is registered with Exceptional Risk Advisors offering disability ins benefits. approx 1% of time per year, all during normal business hrs. not inv related. (5) 04/2018-Present; IFSG Ltd. acts as Action Business Brokers Marketing Consultant with Action Business Brokers, an affiliate franchisee for Murphy Business Sales. approx 5-15 hours devoted per week, not-investment related. (6) 1/2022-Present; IFSG, Ltd. has entered into a marketing agreement with Strategic Tax Planning and Stenson Tamaddon LLC related to Employee Retention Tax Credits. Not Inv Related. 15-20 Hrs/wk devoted. (7) 12/2009-Present; Marketing VP, Integrated Marketing Solutions LLC. Pass Through Entity. 0-5% of time. Also provides business brokerage services through an affiliate franchisee and content development and consulting. Not inv related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-24
• S63 Uniform Securities Agent State Law Examination
  1992-10-02