Mark Anthony Briones

Current Employers

Employment History

• 11/2022 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 04/2025 → Present
  Iht Wealth Management
  Chicago, IL
• 04/2025 → Present
  Lpl Financial Llc
  Deer Park, IL
• 07/2024 → Present
  The Plexus Groupe
  Deer Park, IL
• 01/2016 → 11/2020
  Aig
  Birmingham, AL
• 12/2020 → 02/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2021 → 02/2021
  Northwestern Mutual Investment Services Llc
  Huntsville, AL
• 02/2021 → 11/2022
  Valic Financial Advisors, Inc
  Birmingham, AL
• 07/2015 → 07/2017
  Strayer Univeristy
  Herndon, VA
• 05/2018 → 08/2020
  Indiana Wesleyan University
  Marion, IN
• 02/2023 → 12/2023
  Bank Of America, N.A.
  Birmingham, AL
• 12/2023 → 07/2024
  Equitable Distributors, Llc
  Charlotte, NC
• 10/2024 → Present
  Plexus Financial Services, Llc
  Deer Park, IL

Previous Registrations

• 2024-10-23 → 2025-04-09
  Plexus Financial Services, Llc
  Birmingham, AL
  Deer Park, IL
• 2022-11-30 → 2024-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 2021-02-11 → 2023-01-02
  Valic Financial Advisors, Inc.
  Birmingham, AL
  Auburn, AL
• 2021-01-13 → 2021-02-10
  Northwestern Mutual Investment Services, Llc
  Huntsville, AL
• 2016-04-05 → 2020-12-17
  Valic Financial Advisors, Inc.
  Birmingham, AL
  Auburn, AL
  Northport, AL
  Huntsville, AL
  Tuscaloosa, AL
  Daphne, AL

Other Businesses

1- 03/2025 / The Plexus Groupe / Outside/W-2 Employment / Investment Related / 160 hrs mth / 160 hrs during trading / Start date: 04/01/2025 2) 04/21/2025 - IHT Wealth Management - Investment Related - Registered Investment Advisor - None - Start Date:04/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-22
• S63 Uniform Securities Agent State Law Examination
  2000-10-30

Designations

Other Names

• Mark Anthony Briones
• Mark Anthony Briones
• Mark Briones