Mark Thomas Durham

Employer firm

Medicus Wealth Planning, Inc. CRD 282904

$161M regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2021 → Present
  Medicus Wealth Planning, Inc.
  Draper, UT
• 11/2008 → Present
  Durham & Company Llc
  Kaysville, UT

Other Businesses

1.) Durham & Company LLC, Not Investment Related, CPA Practice, Co-Owner/ Enrolled Agent, Start Date 11/2008, 120 hours/month with the majority of the hours during securities trading hours, Taxes , payroll, and bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-20
• S63 Uniform Securities Agent State Law Examination
  1987-02-13