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Mark Tamoney

BENCHMARK SECURITIES
WINTER PARK, FL
·CRD# 1596991·39 years experience

Professional Summary

Mark Tamoney, who also goes by Mark Jerome Tamoney, is a registered financial advisor currently at BENCHMARK SECURITIES LLC located in Winter Park, Florida. Mark is registered as a RR (Registered Representative) and started their career in finance in 1986. Mark has worked at 3 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 10, Series 24 and Series 53 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Jerome Tamoney

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

BENCHMARK SECURITIES LLC·CRD# 159940
BD
250 S. Park Avenue Suite 380, Winter Park, FL 32789
March 30, 2023 - Present
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Orlando, FL
October 1, 2008 - March 31, 2023
UBS SECURITIES LLC·CRD# 7654
BD
Orlando, FL
January 16, 2006 - October 21, 2008
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Orlando, FL
January 6, 1987 - January 26, 2006
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
December 23, 1986 - January 16, 2006

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Current Firm

BS
BENCHMARK SECURITIES LLC

BENCHMARK SECURITIES LLC | BENCHMARK SECURITIES, LLC

CRD#: 159940 / SEC#: 8-69024
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

250 S. Park Avenue Suite 380, Winter Park, FL 32789

Mailing Address

250 S. Park Avenue Suite 380, Winter Park, FL 32789

Phone Number

(407) 960-2700

Established

Florida since 11/03/2011

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BMKS HOLDINGS, LLCMEMBER—
MADDEN, RAYMOND JAMESCEO, CCO, ER2283328
SEMEL, SCOTT VINCENTHEAD OF SALES & TRADING4823191
YARBROUGH, DANIEL STEPHENCFO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER6115754

Disclosures

Regulatory Event

2

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(3/30/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1994About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1986About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 24 — General Securities Principal Examination

Passed Aug 2005About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Nov 1998About the Series 53 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mark Tamoney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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