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ME

Mark A. Esposito

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CRD#: 2333495
ME

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 Allen Esposito was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1993. Mark had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 24 and Series 53 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

June 3, 2010 - October 11, 2017

ESPOSITO PARTNERS, LLC

RIA
CRD#: 147373
DALLAS, TX
Past

September 14, 2007 - July 1, 2019

ESPOSITO SECURITIES, LLC

BD
CRD#: 143710
DALLAS, TX
Past

May 23, 2006 - February 13, 2009

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

May 15, 2006 - May 24, 2006

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
DALLAS, TX
Past

May 23, 2002 - May 15, 2006

FULCRUM GLOBAL PARTNERS LLC

BD
CRD#: 104455
DALLAS, TX
Past

July 8, 1998 - May 22, 2002

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

April 22, 1994 - July 15, 1998

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

May 25, 1993 - April 7, 1994

JPMSI

BD
CRD#: 15733
NEW YORK, NY

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: 9/28/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/12/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EP
ESPOSITO PARTNERS, LLC
ESPOSITO PARTNERS, LLC

CRD#: 147373 / SEC#: 801-69223

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Contact information


Main Address
200 Crescent Court Suite 450, Dallas, TX 75201
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ESPOSITO PARTNERS, LLC

CRD#: 147373

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