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MW

Mark J. Wyhlidko

PROTECTION POINT ADVISORS
Roseville, CA 95661
Some features on this profile are disabled
CRD#: 2920675
MW

Professional summary

Mark Jon Wyhlidko is a registered financial advisor currently at PROTECTION POINT ADVISORS located in Roseville, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Mark Jon Wyhlidko's CRS (Customer Relationship Summary).
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

February 21, 2019 - Present

PROTECTION POINT ADVISORS

Office #1: 3200 Douglas Blvd Ste. 305, Roseville, CA 95661
RIA
CRD#: 291805
Roseville, CA
Past

June 9, 2016 - March 6, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
ROSEVILLE, CA
Past

June 9, 2016 - March 6, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Roseville, CA
Past

June 8, 2016 - March 6, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
ROSEVILLE, CA
Past

March 30, 2012 - July 10, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
ALPHARETTA, GA
Past

March 30, 2012 - July 10, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
ALPHARETTA, GA
Past

March 8, 2012 - July 10, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
ALPHARETTA, GA
Past

September 3, 1998 - March 27, 2012

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PROTECTION POINT ADVISORS
EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA
Registered Investment Advisory firm - (8/27/2018 Approved)

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
California
(2/21/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/10/2000
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/3/2000
General Securities Principal Examination

Current Firm

PP
PROTECTION POINT ADVISORS
EAGLE WEST GROUP | PROTECTION POINT ADVISORS | MODERN ASSET PROTECTION PLANNING AKA M.A.P. PLANNING | EWG ELEVATE INC. | EAGLE WEST GROUP, INC.

CRD#: 291805 / SEC#: 801-113898

RIA
Registered Investment Advisory firm - (8/27/2018 Approved)
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Contact information

Main Address
3200 Douglas Blvd Ste. 305, Roseville, CA 95661
Mailing Address
Phone number
(916) 367-4540
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-EWG ELEVATE INC. - MARCH 2025 (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,620
AUM (Assets Under Management)$ 578,353,657

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

PROTECTION POINT ADVISORS

CRD#: 291805Roseville, CA 95661

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