Mark Vincent Petersen

Current Employers

Employment History

• 03/2015 → 07/2020
  Emerson Equity Llc
  San Mateo, TX
• 02/2015 → 11/2017
  Gwg Holdings, Inc.
  Minneapolis, MN
• 02/2015 → 12/2019
  Mbd Solutions
  Irving, TX
• 01/2020 → 04/2020
  Mbds Group
  Irving, TX
• 08/2020 → 12/2021
  Colorado Financial Service Corporation
  Centennial, CO
• 12/2021 → 12/2021
  Concierge For Advisors, Llc
  Arlington, TX
• 05/2022 → 12/2023
  International Assets Advisory, Llc
  Arlington, TX
• 02/2022 → 12/2023
  International Assets Investment Management, Llc
  Arlington, TX
• 05/2022 → 01/2025
  Lighthouse Life Capital
  Conshohocken, PA
• 08/2024 → 08/2025
  Green Vista Capital, Llc
  Winter Park, FL
• 08/2025 → Present
  Crescent Securities Group, Inc.
  Plano, TX

Previous Registrations

• 2022-05-18 → 2023-12-31
  International Assets Investment Management, Llc
  Orlando, FL
  Arlington, TX
• 2020-08-18 → 2021-12-31
  Colorado Financial Service Corporation
  Centennial, CO
  Arlington, TX
  Centennial, CO
• 2017-10-02 → 2020-07-21
  Emerson Equity Llc
  Plano, TX
  Arlington, TX
  San Mateo, CA
  San Mateo, CA
• 2007-05-08 → 2008-05-15
  William Blair
  Chicago, IL
  Chicago, IL
• 2004-07-14 → 2005-10-19
  Cnl Institutional Advisors, Inc.
  Orlando, FL

Other Businesses

Another Story, Inc. Not investment related. 2711 Katherine Ct., Arlington, TX 76016. Non-profit educational and advocacy organization. Vice President. 7/2021. 4 hours/month, none during trading hours. Consulting. Canon Investments LLC. Not investment related. 2711 Katherine Ct., Arlington, TX 76016. Real Estate Develo Secretary. 03/2017. 8 hours/month, 4 during trading hours. Business Operations. Roof Top Development Near the Pearl LLC. Not investment related. 8000 IH-1O V Ste. 1500, San Antonio, TX 78230. Real Estate Development. Managing Member. 06/2018. 8 hours/month, 4 during trading hours. Business Operations. REVEAL Su Not investment related. 12 Avenue Twenty, Trophy Club, TX 76262. Advisory Board Member. 05/2019. 4 hours/ month, none during trading hours. Consult on bus operations. Sensus Capital Group, LLC. Investment related. 8000 IH-10 West, Ste. 1500, San Antonio, TX 78230. President & Managing Member. Small business cor and business development. 05/30/2018. 40 hours/month, 30 during trading hours. Manage business activities and consult on projects. Three Folks Pictures, Inc. N investment related. 2711 Katherine Cr., Arlington, TX 76016. Vice President. 03/2001. 6 hours/month, none during trading hours. Consulting and financial reportin TMark, a partnership. Investment related. 2395 Ashton Rd., Burkburnett, TX 76354. General Partner. 02/2000. 4 hours/month, none during trading hours. Busines operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-02
• S63 Uniform Securities Agent State Law Examination
  2013-07-11

Other Names

• Mark Vincent Peterson
• Mark Vincent Petersen
• Mark V Petersen