Mark George Hendrix

Current Employers

Employment History

• 02/1980 → Present
  Budget Auto Home Of Ny
  Olean, NY
• 02/1980 → Present
  Holcomb Ins Agency
  Portville, NY
• 05/1985 → Present
  Both Branch Hendrix Inc
  Olean, NY
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2014 → Present
  Trunorth Financial Advisors, Llc
  Olean, NY

Other Businesses

(1) INDEPENDENT INSURANCE AGENT, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, PROPERTY & CASUALTY, FOR 35HRS/WK & 3HRS EVENING & WKENDS, SINCE 1987; (2) OWNER/PRODUCER BOTH, BRANCH & HENDRIX, INC, HOLCOMB AGENCY, INC, BUDGET AUTO HOME OF NY, INC, TYPE OF BUSINESS: PROPERTY & CASUALTY INSURANCE, RECEIVE COMPENSATION FOR P&C BUSINESS, ALSO COMPENSATION FROM THIRD PARTIES FOR GROUP HEALTH INSURANCE PRODUCTS, FOR 5HRS/WK & 1HR EVENING & WKENDS, SINCE 1987; (3) TAX PREPARER, TAX PREP FOR LOCAL H&R BLOCK FRANCHISEE, 10 SECURITIES TRADING HOURS WEEKLY, 10 NON SECURITIES TRADING HOURS WEEKLY, START DATE 12/2011; (4) CLASSROOM INSTRUCTOR AT JAMESTOWN COMMUNITY COLLEGE, FOR UNDERGRAD CLASS ON MACROECONOMICS, 3 SECURITIES TRADING HOURS WEEKLY, 3 NON SECURIITES TRADING HOURS WEEKLY, START DATE 1/2013; (5) TRUNORTH FINANCIAL ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR FINANCIAL SERVICES, START 09/15/2014, 60HRS/WK (32.5 TRADING HOURS), CEO, COO, CFO, SOLE SHAREHOLDER & ONLY EMPLOYEE; (6) NAME OF OTHER BUSINESS: H & R BLOCK FRANCHISE, FOX FINANCIAL INVESTMENT RELATED: NO ADDRESS: 487 N. UNION ST. OLEAN, NY 14760 NATURE OF BUSINESS: TAX PREP & FILING START DATE: 01/09/2016 POSITION/TITLE/RELATIONSHIP: TAX PREP APX NUMBER OF HOURS PER WEEK: 8 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: PREPARE AND FILE TAX RETURNS (7) NAME OF OTHER BUSINESS: FIRST PRESBYTERIAN CHURCH OF PORTVILLE, NY INVESTMENT RELATED: NO ADDRESS: 19 N MAIN ST PORTVILLE, NY 14770 NATURE OF BUSINESS: RELIGIOUS CHURCH START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER BRIEF DESCRIPTION OF DUTIES: GENERAL BOARD MEMBER DUTIES ; (8) NAME OF OTHER BUSINESS: SENIOR PERKS PLUS LLC ; INVESTMENT RELATED: NO ; ADDRESS: 128 SOUTH UNION ST, OLEAN NY 14760 ; NATURE OF BUSINESS: INSURANCE START DATE: 01/2022 ; POSITION/TITLE/RELATIONSHIP: SHAREHOLDER / PRODUCER ; APX NUMBER OF HOURS PER WEEK: 15 ; APX NUMBER OF HOURS DURING TRADING HOURS: 15 ; BRIEF DESCRIPTION OF DUTIES: SALES AND SERVICE OF PRODUCTS TO CLIENTS: (9)NAME OF OTHER BUSINESS: FIRST PRESBYTERIAN CHURCH OF PORTVILLE, INVESTMENT RELATED: NO, ADDRESS: 19 N MAIN ST, PORTVILLE, NY, 14770, NATURE OF BUSINESS: CHURCH, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: HEAD GROUNDS KEEPER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MAINTAIN EQUIPMENT USED IN UPKEEP OF CHURCH PROPERTY, MOWING, RAKE LEAVES;; (10)NAME OF OTHER BUSINESS: FIRST PRESBYTERIAN CHURCH OF PORTVILLE, INVESTMENT RELATED: NO, ADDRESS: 19 N MAIN ST, PORTVILLE, NY, 14770, NATURE OF BUSINESS: CHURCH, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: CHAIR OF FINANCE COMMITTEE, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: REVIEW INVESTMENT REPORTS; BE PART OF GROUP DECISIONS ON SELLING INVESTMENTS TO FUND CHURCHES OPERATIONAL NEEDS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-03-30

Designations

Other Names

• Mark George Hendrix