Mark Garrett Mcmullen

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-05-17
MD	RA	APPROVED	2018-04-10

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Annapolis	MD	06/2017	Present
Salisbury University	Salisbury	MD	08/2012	05/2017
Nationwide Insurance	Pocomoke City	MD	01/2016	05/2017
Bank Of America, N.A.	Annapolis	MD	02/2024	Present

06/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Annapolis, MD
08/2012 → 05/2017

Salisbury University

Salisbury, MD
01/2016 → 05/2017

Nationwide Insurance

Pocomoke City, MD
02/2024 → Present

Bank Of America, N.A.

Annapolis, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-04-09