Mark Brian Lozier

Current Employers

Employment History

• 07/2016 → 05/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2015 → 05/2017
  Workers Credit Union
  Fitchburg, MA
• 05/2017 → 02/2020
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 07/2018 → 01/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 02/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
• 03/2026 → Present
  Bank Of America, N.A.
  Burlington, MA

Previous Registrations

• 2018-07-13 → 2020-02-13
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-08-01 → 2018-07-13
  Strategic Advisers Llc
  Merrimack, NH
• 2016-11-29 → 2017-04-28
  Cuso Financial Services, L.P.
  Townsend, MA
  San Diego, CA

Other Businesses

I*2140259, Entity Type: Entity For Profit, Name of OBA: B.C.D. Services, Address: Merrimack, New Hampshire, 03054, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 11/24/2024, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: This is a services business that offers personal and household services, repairs, and maintenance. It is a Sole Proprietorship/DBA structure where I am 100% owner. My responsibilities include all administrative tasks, financial management, record keeping, and general supervision.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-15

Other Names

• Mark Lozier
• Mark B Lozier
• Mark Brian Lozier