Mark Robert Kaskey

Employer firm

Wedbush Securities Inc. CRD 877

$5.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2013 → 02/2020
  Stifel Nicolaus & Co Inc
  Conshohocken, PA
• 02/2020 → 09/2024
  B.RIley Wealth Management, Inc.
  Devon, PA
• 07/2022 → 09/2024
  B. Riley Wealth Advisors, Inc.
  Devon, PA
• 09/2024 → Present
  Wedbush Securities
  Los Angeles, CA

Previous Registrations

• 2022-07-27 → 2024-09-19
  B. Riley Wealth Advisors, Inc.
  Bryn Mawr, PA
• 2020-02-24 → 2022-12-31
  B. Riley Wealth Management
  Bryn Mawr, PA
• 2013-08-13 → 2020-02-28
  Stifel, Nicolaus & Company, Incorporated
  Conshohocken, PA
• 2008-09-02 → 2013-08-12
  Janney Montgomery Scott Llc
  Berwyn (Valley Forge), PA
• 2003-06-24 → 2008-09-02
  Ameriprise Advisor Services, Inc.
  Radnor, PA
  Conshohocken, PA
• 2002-10-17 → 2003-06-25
  Choreo, Llc
  Wayne, PA

Other Businesses

MJB WEALTH MANAGEMENT GROUP, INVESTMENT RELATED, 40 LANCASTER AVE, DEVON, PA 19333, MARKETING NAME FOR SECURITIES BUSINESS CONDUCTED AT WEDBUSH SECURITIES, START DATE 2005, 40 HRS/WEEK DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-24
• S63 Uniform Securities Agent State Law Examination
  1987-07-15