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MI

Mark T. Indgjer

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CRD#: 2198813
MI

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 Timothy Indgjer was a registered financial advisor .

Mark is a previously registered financial advisor and started their career in finance in 1991. Mark had worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 24 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)


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

April 2, 2007 - November 10, 2010

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
RANCHO CORDOVA, CA
Past

February 3, 2005 - February 28, 2007

COOPER MCMANUS

RIA
CRD#: 111458
EL DORADO, CA
Past

January 5, 2005 - March 1, 2007

SECURITIES AMERICA, INC.

BD
CRD#: 10205
EL DORADO, CA
Past

November 27, 2001 - December 31, 2004

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
EL DORADO, CA
Past

November 6, 2001 - December 31, 2004

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

June 5, 2001 - September 25, 2001

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

May 19, 1992 - June 1, 2001

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

December 19, 1991 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774

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
RR
IAR
Series 66
Date: 2/10/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FD
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, INC. | FRANKLIN/TEMPLETON DISTRIBUTORS, LLC | FRANKLIN/TEMPLETON DISTRIBUTORS, INC.

CRD#: 332 / SEC#: , 8-5889

BD
Terminated by SEC on 10/03/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/01/2021
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
MASOM, JEFFREY SCOTTPRESIDENT - DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546
SPECTOR, ADAM BENJAMINCHIEF EXECUTIVE OFFICER2270713

Disclosures


Regulatory Event1
Civil Event1

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


FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

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