Mark Allen Wakeley

Current Employers

Employment History

• 06/1986 → 09/2017
  H.D. Vest Investment Services
  Ft. Worth, TX
• 06/1996 → 09/2017
  H.D. Vest Advisory Services
  Ft. Worth, TX
• 01/1986 → Present
  Wakeley Financial Services
  Colleyville, TX
• 09/2017 → 04/2018
  Triad Advisors, Inc.
  Norcross, GA
• 09/2017 → 04/2019
  Karsten Advisors
  Colleyville, TX
• 04/2018 → Present
  Bd4Ria, Inc.
  Fort Worth, TX
• 04/2019 → Present
  Cerity Partners Llc
  Fort Worth, TX

Previous Registrations

• 2017-09-08 → 2019-04-02
  Karsten Advisors
  Colleyville, TX
• 1996-06-19 → 2017-09-22
  Avantax Advisory Services
  Hurst, TX

Other Businesses

1)BD4RIA, Inc., Investment-Related, 3526 West Vickery Boulevard, Fort Worth, TX 76107, Broker-Dealer, Registered Representative, Started: 04/2018, 5 hours/month, 2.5 hours/month during trading hours, selling products. 2)Wakeley Financial Services; investment related; 6110 Colleyville Blvd. Ste.114, Colleyville, TX 76034; tax preparation & brokerage/commission business; president/registered representative;1/1/1986; 100 hrs/month; 6 hrs during trading; tax preparer & commission based security business 3)BD4RIA Insurance Agency LLC, not investment related, 3526 West Vickery Boulevard, Fort Worth, TX 76107, insurance representative, Started: 04/2018, 2 hours per month, 1 hours during securities trading, selling insurance products 4) Cerity Partners, LLC, investment related, Address: 3526 West Vickery Boulevard, Fort Worth, TX 76107, Title: Investment Advisor, Investment Advisor Representative, Started: 04/2019.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-07-11

Designations

Other Names

• Markallen Wakeley