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MP

Mark J. Podlin

PODLIN INTERNATIONAL REALTY, LTD.
St. Simons Island, GA
Some features on this profile are disabled
CRD#: 2536875
MP

Professional summary

Mark Joseph Podlin, who also goes by Mark Podlin, is a registered financial advisor currently at PODLIN INTERNATIONAL REALTY, LTD. located in St. Simons Island, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mark has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Podlin

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 Joseph Podlin's 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

December 14, 2018 - Present

PODLIN INTERNATIONAL REALTY, LTD.

RIA
CRD#: 127210
St. Simons Island, GA

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
Georgia
(12/14/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/25/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 10/4/1994
Non-Member General Securities Examination

Current Firm

PI
PODLIN INTERNATIONAL REALTY, LTD.
PODLIN INTERNATIONAL REALTY, LTD.

CRD#: 127210 / SEC#:

Georgia
Registered Investment Advisory firm - (9/30/2010 Approved)
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Contact information

Main Address
St. Simons Island, GA
Mailing Address
P.o. Box 20989, Saint Simons Island, GA 31522
Phone number
(912) 571-1873
Established
Firm type
Fiscal year end
# of Employees
1

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

PODLIN INTERNATIONAL REALTY, LTD.

CRD#: 127210St. Simons Island, GA

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