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MA

Mark J. Avers

DATALIGN
LONE TREE, CO
Some features on this profile are disabled
CRD#: 2038655
MA

Professional summary

Mark John Avers, who also goes by Mark Avers, is a registered financial advisor currently at DATALIGN located in Lone Tree, Colorado.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Avers

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) - RIA

Click below to view Mark John Avers'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

April 21, 2026 - Present

DATALIGN

RIA
CRD#: 317004
LONE TREE, CO
Past

October 17, 2016 - November 25, 2024

ETC BROKERAGE SERVICES, LLC

BD
CRD#: 145276
Greenwood Village, CO
Past

February 1, 2008 - October 24, 2014

SHAREHOLDERS SERVICE GROUP, LLC

BD
CRD#: 125226
CULVER CITY, CA
Past

July 26, 2005 - February 9, 2006

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

November 13, 2002 - March 19, 2004

NATIONAL INVESTOR SERVICES CORP.

BD
CRD#: 39410
BELLEVUE, NE
Past

December 19, 1991 - October 22, 2004

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

October 18, 1991 - December 14, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

May 31, 1991 - October 22, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DATALIGN
DATALIGN | DATALIGN ADVISORY, LLC | DATALIGN ADVISORY, INC. | DATALIGN ADVISORY LLC

CRD#: 317004 / SEC#: 801-122733

RIA
Registered Investment Advisory firm - (12/21/2021 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(4/21/2026)
IAR
Texas
(4/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/27/2026
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/24/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 8/23/2024
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/30/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/2005
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/8/2004
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/2/2004
General Securities Sales Supervisor - General Module Examination

Current Firm

DA
DATALIGN
DATALIGN | DATALIGN ADVISORY, LLC | DATALIGN ADVISORY, INC. | DATALIGN ADVISORY LLC

CRD#: 317004 / SEC#: 801-122733

RIA
Registered Investment Advisory firm - (12/21/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Kendall Square B2201, Cambridge, MA 02139
Mailing Address
Phone number
(781) 228-5678
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DATALIGN BROCHURE (2/2/2026)

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

DATALIGN

CRD#: 317004Lone Tree, CO

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