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MR

Mark D. Reiseman

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CRD#: 2101999
MR

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 Daniel Reiseman, who also goes by Mark D Reiseman, Mark Reiseman, Md Reiseman, Mark Daniel Reiseman, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1991. Mark had worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark D Reiseman | Mark Reiseman | Md Reiseman | Mark Daniel Reiseman

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

February 17, 2017 - December 19, 2018

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
RALEIGH, NC
Past

April 28, 2014 - February 16, 2015

ARIVE CAPITAL MARKETS

BD
CRD#: 8060
STATEN ISLAND, NY
Past

November 1, 2011 - February 7, 2012

WSA AFFILIATES, LLC

RIA
CRD#: 144108
DALLAS, TX
Past

October 19, 2011 - February 7, 2012

NDX TRADING, INC.

BD
CRD#: 39940
NEW BRIGHTON, MN
Past

October 10, 2008 - October 23, 2009

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
ATLANTA, GA
Past

September 26, 2008 - October 23, 2009

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
ATLANTA, GA
Past

August 23, 2007 - June 25, 2008

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
SUGAR HILL, GA
Past

April 29, 2003 - July 31, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SMYRNA, GA
Past

November 14, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 14, 1999 - July 31, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SMYRNA, GA
Past

April 1, 1999 - July 29, 1999

DUNWOODY BROKERAGE SERVICES, INC.

BD
CRD#: 31183
ATLANTA, GA
Past

February 7, 1997 - May 23, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 8, 1992 - January 1, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 4, 1991 - February 19, 1992

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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
IAR
Series 65
Date: 4/25/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LP
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
LIBERTY PARTNERS FINANCIAL SERVICES, INC. | LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390 / SEC#: , 8-66335

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617
Mailing Address
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617
Phone number
(800) 440-0442
Established
California since 01/12/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 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#
RETHINK, LLCOWNER
ATKINS, BRADLEY DALEOWNER2963790
SHANAHAN, DANIEL JAMESCHIEF EXECUTIVE OFFICER3277912
SHANAHAN, DANIEL JAMESPRINCIPAL OPERATIONS OFFICER3277912
SHANAHAN, DANIEL JAMESCHIEF COMPLIANCE OFFICER3277912
WOODWARD, CASSANDRA TALEENCHIEF FINANCIAL OFFICER2956369
WOODWARD, CASSANDRA TALEENPRINCIPAL FINANCIAL OFFICER & FINOP2956369

Disclosures


Regulatory Event8
Arbitration1

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


LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

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