Mark Victor Carlozzi

Current Employers

Employment History

• 03/2009 → 01/2022
  Next Financial Group Inc
  Poland, OH
• 01/2022 → 10/2024
  American Portfolios Financial Services Inc
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-01-04 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2009-03-06 → 2022-01-03
  Next Financial Group, Inc.
  Poland, OH
  Houston, TX
• 2005-01-07 → 2009-03-10
  Questar Asset Management, Inc.
  Poland, OH
• 1999-10-16 → 2005-12-31
  Questar Capital Corporation
  Poland, OH

Other Businesses

1. MICHAEL L. CARLOZZI GENERAL POWER OF ATTORNEY POSITION: Power of Attorney NATURE: General Power of Attorney. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2025 ADDRESS: 695 E. Western Reserve Rd., Unit 1102, Poland OH 44514, United States DESCRIPTION: Full Power of Attorney 2. MLPC HOLDINGS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2011 ADDRESS: 8012 Meadowbrooke Tr, Poland OH 44514, United States DESCRIPTION: Make decisions on the management of the office condo.. 3. CARLOZZI FINANCIAL SERVICES POSITION: Sales NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/13/1982 ADDRESS: 831 Southwestern Run, Suite 1, Poland OH 44514, United States DESCRIPTION: Sell and service of insurance products including life insurance and fixed annuities. 4. CARLOZZI FINANCIAL SERVICES (1) POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/13/1982 ADDRESS: 831 Southwester Run Suite 1, Poland OH 44514, United States DESCRIPTION: Financial Advisor 5. CARLOZZI FINANCIAL SERVICES (2) POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/18/1986 ADDRESS: 831 Southwestern Run, Suite 1, Poland OH 44514, United States DESCRIPTION: Wealth Management

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-25

Other Names

• Mark Victor Carlozzi