Mark Goldsmith

Current Employers

Employment History

• 03/1996 → 10/2025
  Select Portfolio Management, Inc.
  Aliso Viejo, CA
• 03/1999 → Present
  Securities Equity Group
  Aliso Viejo, CA
• 03/2010 → 10/2025
  Select Money Management, Inc.
  Aliso Viejo, CA
• 10/2025 → Present
  Seia Llc
  Aliso Viejo, CA

Previous Registrations

• 2013-02-11 → 2025-12-31
  Select Money Management, Inc.
  Los Angeles, CA
• 1996-05-20 → 2025-10-19
  Select Portfolio Management Inc
  Aliso Viejo, CA
  Aliso Viejo, CA
• 2010-03-15 → 2012-12-31
  Select Money Management, Inc.
  Los Angeles, CA

Other Businesses

1) Mark Goldsmith, Agent. Non-Investment related. 120 Vantis, Suite 440, Aliso Viejo, CA 92656. Fixed Life and Annuity Sales. Agent. Start Date 2000. 40 hours/month-20 during trading hours. Sales of fixed life and annuity contracts to clients. 2) G-Land Hale Nani, LLC - Non-Investment related. 11961 Kensington, Rossmoor, CA 90720. Family-owned residential rental property. Owner. Manager. Start Date 2020. 10 hours/month-5 during trading hours. Management duties. 3)SEIA LLC POSITION: Sr. Financial Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 10/17/2025 ADDRESS: 120 Vantis Dr, Suite 440,Aliso Viejo CA 92656, United States DESCRIPTION: RIA sales & service Licensed Insurance Producer Position: Licensed Insurance Producer, Nature: Insurance, Investment Related: Yes, Number of Hours: 20, Securities Trading Hours: 10, Start Date: 10/17/2025 Address: 120 Vantis Dr, Suite 440, Aliso Viejo, CA 92656 Description: Insurance sales and service consistent with financial planning

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-22

Other Names

• Mark Goldsmith
• Mark Edward Goldsmith