Lanny Keith Marks

Current Employers

Employment History

• 01/1986 → Present
  Lanny K. Marks & Associates Inc
  Boca Raton, FL
• 12/2014 → 06/2024
  Securities America, Inc.
  Boca Raton, FL
• 12/2014 → 06/2024
  Securities America Advisors
  Boca Raton, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2015-01-26 → 2024-06-14
  Securities America Advisors, Inc.
  Boca Raton, FL
• 2005-06-24 → 2014-12-15
  Nfsg Corporation
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2002-01-02 → 2003-11-07
  Eastern Point Advisors Inc.
  Fort Lauderdale, FL

Other Businesses

1. SAA POSITION: Advisor NATURE: SAA - Advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 301 NW Crawford Blvd., Suite 204, Boca Raton FL 33432 DESCRIPTION: Advisory business for clients 2. LANNY K. MARKS & ASSOCIATES, INC. POSITION: sales & pres. NATURE: INSURANCE, ACCOUNTING AS A CPA, REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/15/1986 ADDRESS: 301 NW Crawford Blvd, 204, Boca Raton FL 33432 DESCRIPTION: Sales of insurance products to clients as well as management of the company 3. CREATIVE INVESTMENT PROPERTIES, LLC POSITION: owner NATURE: Rental property in Tallahassee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2007 ADDRESS: 1888 Honolulu Lane, 202, Tallahassee FL 32304 DESCRIPTION: Ownership of a townhouse for rent in Tallahassee 4. LANDMARK COMMERCIAL REALTY GROUP POSITION: Salesperson NATURE: Real estate sales & leasing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2020 ADDRESS: 2349 Village Square Pkwy, Suite 127, Fleming Island FL 32003 DESCRIPTION: Real estate sales & leasing 5. SOKOL FOUNDATION POSITION: director at large NATURE: Director for a Charitable Foundation. No investment or sales involved INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 15300 Jog Rd, #208, Delray Beach FL 33446 DESCRIPTION: As a Director I will be responsible for helping the charitable foundation fulfill its requirement to distribute at least 5% each year to nonprofit 501(c) (3) organizations that the Board determines worthy. 6. WEALTH & ESTATE PLANNING SEMINAR POSITION: Committee Member NATURE: Wealth & Estate Planning Seminar INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2023 ADDRESS: FAU, 7777 Glades Rd. Adm 10/#247, Boca Raton FM 33431 DESCRIPTION: Advisory capacity as a Committee Member and current Chairman

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-07-21

Designations