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

Mark L. Walker

16 POINTS LLC
Vega Alta, PR
Some features on this profile are disabled
CRD#: 1884025
MW

Professional summary


Mark Leslie Walker is a registered financial professional currently at 16 POINTS LLC located in Vega Alta, .

Mark is registered as a RR (Registered Representative) and started their career in finance in 1988. Mark has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 7, Series 24 and Series 8 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) - BD


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

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


Current

May 27, 2024 - Present

16 POINTS LLC

BD
CRD#: 277033
Vega Alta, PR
Past

February 16, 2010 - December 13, 2012

RANGER ADVISORS, L.P.

RIA
CRD#: 118877
DALLAS, TX
Past

July 11, 2003 - May 22, 2009

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
FORT WORTH, TX
Past

February 4, 2003 - July 14, 2003

ZURICH CAPITAL MARKETS SECURITIES, INC.

BD
CRD#: 42399
NEW YORK, NY
Past

June 22, 2000 - January 24, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 7, 1997 - June 19, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 16, 1996 - January 7, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

April 19, 1991 - December 24, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 1, 1989 - April 23, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 12, 1988 - September 6, 1989

JOHNSTON, LEMON & CO. INCORPORATED

BD
CRD#: 473
WASHINGTON, DC

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(9/27/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 9/26/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/23/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/25/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/23/2003
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/2/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


1P
16 POINTS LLC
16 POINTS LLC | DOGWOOD SECURITIES LLC

CRD#: 277033 / SEC#: , 8-69648

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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
10101 Cond Royal Palm, Vega Alta, PR 00692
Mailing Address
10101 Cond Royal Palm, Vega Alta, PR 00692
Phone number
+1 (646) 820-7750
Established
New York since 04/14/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
16 POINTS HOLDINGS LLCOWNER
OVERLEY, MARK SHIPMANCEO / CCO / GSP2652251
SIPINICK, KATHY EFREMFINOP3248100

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


16 POINTS LLC

CRD#: 277033Vega Alta, PR

TRUST BUT VERIFY

Monitor Mark Walker

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
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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