Mark E. Gilreath
Professional summary
Mark Edward Gilreath is a registered financial advisor currently at HALEAKALA INVESTMENT ADVISORS located in Los Angeles, California.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mark has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Edward Gilreath's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2020 - Present
HALEAKALA INVESTMENT ADVISORS
July 8, 1997 - March 1, 2005
FIRST ALLIED SECURITIES, INC.
December 16, 1994 - February 2, 2015
FIRST ALLIED SECURITIES, INC.
May 31, 1989 - December 16, 1994
FIRST AFFILIATED SECURITIES
July 28, 1988 - May 31, 1989
FIRST AFFILIATED SECURITIES, INC.
February 25, 1985 - August 2, 1988
INTERFIRST CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2020)
Exams
Current Firm
HALEAKALA INVESTMENT ADVISORS
CRD#: 124751 / SEC#:
Contact information
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