Robert Marks

Current Employers

Employment History

• 06/2017 → 08/2017
  Smallwood Associates
  Red Bank, NJ
• 07/2015 → 06/2017
  Student
  Newark, DE
• 08/2017 → 01/2018
  Student
  Newark, DE
• 01/2018 → 01/2018
  Smallwood Associates
  Red Bank, NJ
• 01/2018 → 06/2018
  Student
  Newark, DE
• 06/2018 → 08/2018
  Smallwood Associates
  Red Bank, NJ
• 08/2018 → 07/2019
  Student
  Newark, DE
• 07/2019 → Present
  Smallwood Associates
  Red Bank, NJ
• 08/2021 → Present
  Smallwood Wealth Investment Management
  Red Bank, NJ
• 02/2025 → Present
  Regulus Financial Group, Llc
  Kentwood, MI

Other Businesses

Business Name: Smallwood Wealth Management - Investment Related: Yes - Address: 199 Broad St, Red Bank, NJ 07701 - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Activities through Smallwood Wealth Investment Management, LLC using a DBA name - Title or Relationship: Registered Representative/Investment Advisor Representative - Start Date: 8/2021 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial services. Business Name: Smallwood Associates, LTD - Investment Related: Yes - Address: 199 Broad St, Red Bank, NJ 07701 - Nature of Business: Insurance - Title or Relationship: Insurance Agent - Start Date: 7/2019 - Hours per month: 80 - Hours per month during trading hours: 70 - Duties: Provide insurance services.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-04

Designations

Other Names

• Robert Marks
• Robert Daniel Marks
• Rob Marks