AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MA

Mark P. Augustine

Some features on this profile are disabled
CRD#: 1335388
MA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Philip Augustine was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1985. Mark had worked at 7 firms and has passed the Series 63, Series 7, Series 28, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 14, 1993 - January 23, 1997

FIRST COLORADO FINANCIAL SERVICES COMPANY, INC.

BD
CRD#: 22734
Past

November 17, 1992 - April 27, 1993

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

April 14, 1989 - September 7, 1989

ANDERSON, BRYANT & CO.

BD
CRD#: 13185
Past

February 26, 1988 - September 10, 1988

GILLESPIE & HOLLAND, INC.

BD
CRD#: 10691
Past

May 21, 1987 - March 17, 1988

INSTITUTIONAL ASSET MANAGEMENT

BD
CRD#: 17141
Past

January 30, 1986 - June 3, 1987

SLATERY SECURITIES GROUP, INC.

BD
CRD#: 10015
Past

May 23, 1985 - November 18, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/17/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 6/23/1993
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FC
FIRST COLORADO FINANCIAL SERVICES COMPANY, INC.
FIRST COLORADO FINANCIAL SERVICES COMPANY, INC. | NEW WEST FINANCIAL GROUP, INC.

CRD#: 22734 / SEC#: , 8-39973

BD
Cancelled by SEC on 06/24/1997
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 04/09/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST COLORADO FINANCIAL SERVICES COMPANY, INC.

CRD#: 22734

TRUST BUT VERIFY

Monitor Mark Augustine

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics