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Mark T Eberhart

Osaic Institutions, Inc.

Fowler, IN

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-13
  • IN RA
    APPROVED
    Since 2026-07-13

Branch Locations

300 East 5Th Street, Fowler, IN 47944 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Symetra Life Bellevue WA 03/2011 08/2019
Symetra Investment Services Inc Bellevue WA 03/2011 08/2019
Symetra Securities Inc Bellevue WA 09/2013 08/2019
Edward Jones St Louis MO 08/2019 05/2025
Group 1001 Resources, Llc Zionsville IN 05/2025 06/2026
Clarendon Insurance Agency, Inc Waltham MA 05/2025 06/2026
Osaic Institutions, Inc. Meriden CT 07/2026 Present
Fowler State Bank Fowler IN 07/2026 Present
  • 03/2011 → 08/2019
    Symetra Life
    Bellevue, WA
  • 03/2011 → 08/2019
    Symetra Investment Services Inc
    Bellevue, WA
  • 09/2013 → 08/2019
    Symetra Securities Inc
    Bellevue, WA
  • 08/2019 → 05/2025
    Edward Jones
    St Louis, MO
  • 05/2025 → 06/2026
    Group 1001 Resources, Llc
    Zionsville, IN
  • 05/2025 → 06/2026
    Clarendon Insurance Agency, Inc
    Waltham, MA
  • 07/2026 → Present
    Osaic Institutions, Inc.
    Meriden, CT
  • 07/2026 → Present
    Fowler State Bank
    Fowler, IN
Previous Registrations
  • 2019-09-04 → 2025-05-08
    Edward Jones
    Westfield, IN
  • 2003-07-30 → 2007-02-12
    Voya Financial Partners, Llc
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Southfield, MI
  • 2003-07-01 → 2003-07-21
    Wells Fargo Clearing Services, Llc
    Indianapolis, IN
  • 2001-02-16 → 2003-07-01
    Prudential Equity Group, Llc
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-19
S65 Uniform Investment Adviser Law Examination 2000-12-20
S63 Uniform Securities Agent State Law Examination 2000-11-30
  • S66 Uniform Combined State Law Examination
    2019-09-19
  • S65 Uniform Investment Adviser Law Examination
    2000-12-20
  • S63 Uniform Securities Agent State Law Examination
    2000-11-30
Other Names
  • Mark T Eberhart
  • Mark Thomas Eberhart

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Courtney Aaron Rooze
Morgan Olivia Lange
Lance Allan Raver
Daniel Douglass
CHARLES ALEXANDER VERGARA
Kimberly Lynn Boggs
Brian Thomas Martin
Ryan Campbell

Other Offices

EDWARD JONES · Fowler, IN
EDWARD JONES · HOOPESTON, IL
EDWARD JONES · ATTICA, IN
EDWARD JONES · WEST LAFAYETTE, IN
J.P. MORGAN SECURITIES LLC · LAFAYETTE, IN
J.P. MORGAN SECURITIES LLC · WEST LAFAYETTE, IN
LPL FINANCIAL LLC · WEST LAFAYETTE, IN
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · WEST LAFAYETTE, IN

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