Mark Joseph Angelo

Employer firm

Mark J. Angelo Financial Services CRD 129008

Reported services (Item 5G)

• Financial planning

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1991 → Present
  Lpl Financial, Llc
  Toms River, NJ
• 07/1998 → Present
  Mark J. Angelo Financial Services
  Toms River, NJ

Other Businesses

1. 1/30/2004 - MARK J. ANGELO FINANCIAL SERVICES - TAX PREP/ACCOUNTING/BOOKKEEPING - INVESTMENT RELATED - PREPARE INCOME TAX PREPARATION. 2. 11/17/2004 - NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - SELLING GUARANTEED-RENEWABLE SUPPLEMENTAL INSURANCE THROUGH AFLAC SHARING COMMISSIONS W/FULL TIME AFLAC PRODUCER/AGENT. - TOMS RIVER, NJ. 3. 3/23/2007 - ANGELO FAMILY PARTNERSHIP - INVESTMENT RELATED - OTHER-FAMILY PARTNERSHIP - TIME SPENT 1% - GENERAL PARTNER OF THE ANGELO FAMILY PARTNERSHIP-A FAMILY LIMITED PARTNERSHIP ESTABLISHED BY MY LATE PARENTS FOR THE BENEFIT OF MYSELF AND 3 SIBLINGS. THE PARTNERSHIP OWNS COMMERCIAL REAL ESTATE, VACANT LAND AND MARKETABLE SECURITIES. 4. 12/27/2007 - MARK J. ANGELO FINANCIAL SERVICES - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR 5.2/8/2013 - MARK J. ANGELO FINANCIAL SERVICES - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE DBA - TIME SPENT 5% - SELLING INSURANCE OUTSIDE OF LPL FINANCIAL. 6. 7/10/2015 - RETIREMENT PLAN CENTER OF NJ (RPC NJ) - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STARTED 07/01/2015 - 80 HOURS PER MONTH/4 HOURS DURING SECURITIES TRADING - RPCNJ WILL CO-EXIST WITH CURRENT MARK ANGELO FINANCIAL SERVICES AND PROVIDE RETIREMENT PLAN SERVICES TO CURRENT AND PROSPECTIVE CLIENTS. 7. 8/15/2015: MAFS CAPITAL LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - STARTED 01/01/2012 - 160 HOURS PER MONTH/7 HOURS DURING SECURITIES TRADING. 8. 09/12/2022 - 345 Bowden Road LLC - Investment Related - Cedar Grove NJ 07009 - Real Estate Rental - Start Date - 06/13/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 9. 09/12/2022 - DMA Capital LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 04/20/2022 - 2 Hours Per Month/0 Hours During Securities Trading 10. 02/08/2024 - Washington Street Partners, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 03/04/2008 - 10 Hours Per Month/ 1 Hour During Trading 11. 12/23/2025 - Washington Street Partners LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 03/04/2008 - 5 Hours Per Month

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-20

Designations

• Certified Financial Planner