Mark Raymond Vida

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 08/2008 → 11/2017
  Fairfield County Bank
  Westport, CT
• 08/2008 → 11/2017
  Infinex Investments, Inc.
  Westport, CT
• 01/2018 → 01/2019
  Commonwealth Financial Network
  Waltham, MA
• 01/2018 → 01/2019
  Investmark Advisory Group
  Stratford, CT
• 01/2019 → Present
  Infinex Investments, Inc.
  Meriden, CT
• 01/2019 → Present
  United Bank
  Hartford, CT

Previous Registrations

• 2018-09-13 → 2019-01-02
  Investmark Advisory Group Llc
  Shelton, CT
• 2018-01-03 → 2018-09-13
  Commonwealth Financial Network
  Shelton, CT
  Stamford, CT
• 2008-08-13 → 2017-11-27
  Osaic Institutions, Inc.
  Bridgeport, CT
  Westport, CT
  Westport, CT
  Ridgefield, CT
  Trumbull, CT
  Fairfield, CT
  Fairfield, CT
  Weston, CT
  Westport, CT
  Rowayton, CT
• 2007-05-29 → 2008-08-06
  Citigroup Global Markets Inc.
  Bridgeport, CT
  Westport, CT
  Stamford, CT
  Westport, CT
• 2006-08-30 → 2007-05-29
  Citicorp Investment Services
  Westport, CT
  Westport, CT
• 2001-01-22 → 2006-08-17
  Chase Investment Services Corp.
  Trumbull, CT
  Trumbull, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1997-07-24