Mark Aaron Atchity
Professional Summary
Mark Aaron Atchity is a registered financial advisor currently at CABIN ADVISORS, LLC located in Overland Park, Kansas and JCC CAPITAL MARKETS, LLC located in Pasadena, California. Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Mark has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 79, Series 55, Series 7, Series 14, Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
CABIN ADVISORS, LLC
Contact Information
Main Address
6240 W. 135th Street Suite 214, Overland Park, KS 66223Phone Number
(913) 933-3351# of Employees
15SEC notice filing (36 States and Territories)
Registered to provide investment advisory services in 36 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
414AUM (Assets Under Management)
$220,186,192Similar Advisors
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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.
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Primary Firm SEC Registration
CABIN ADVISORS, LLC
State Registrations and Notice Filings
(8/27/2018)
(2/8/2024)
(10/1/2020)
(1/31/2018)
(8/29/2012)
(7/6/2022)
(4/14/2014)
(4/23/2014)
(2/12/2018)
(9/3/2015)
(4/22/2014)
(6/12/2026)
(4/2/2014)
(5/12/2014)
(9/28/2020)
(4/29/2014)
(9/18/2014)
(5/3/2023)
(4/2/2014)
(4/4/2025)
(3/27/2014)
(7/2/2022)
(1/29/2018)
(9/8/2014)
(8/27/2015)
(4/21/2014)
(4/24/2014)
(4/17/2014)
(4/10/2014)
(1/24/2018)
(4/22/2014)
(2/8/2024)
(4/22/2014)
(2/9/2024)
(8/25/2014)
(5/2/2014)
(9/2/2015)
(4/7/2014)
(9/24/2021)
(2/8/2024)
(4/22/2014)
(1/30/2018)
(11/25/2020)
(4/3/2014)
(1/24/2018)
(4/14/2014)
(12/12/2017)
(4/17/2014)
(8/16/2012)
(5/29/2025)
(6/24/2014)
(2/6/2018)
(10/30/2019)
(6/24/2014)
(9/18/2014)
(1/30/2018)
(2/8/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2012About the Series 79 examSeries 55 — Limited Representative-Equity Trader Exam
Passed Apr 2007SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Aaron Atchity's CRS (Customer Relationship Summary).
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