Mark J. Ivcevich

QP CONSULTING

TAKOMA PARK, MD 20912

Some features on this profile are disabled

CRD#: 2938889

Professional summary

Mark Joseph Ivcevich, AIF® is a registered financial advisor currently at QP CONSULTING located in Takoma Park, Maryland.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

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 Joseph Ivcevich'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 29, 2004 - Present

QP CONSULTING

Office #1: 6930 Carroll Avenue Suite 407, Takoma Park, MD 20912

RIA

CRD#: 129601

TAKOMA PARK, MD

Past

January 6, 2004 - December 8, 2003

QP CONSULTING

RIA

CRD#: 129601

WASHINGTON, DC

Past

May 14, 2003 - July 25, 2005

GOLDK INVESTMENT SERVICES, INC

CRD#: 15514

BOSTON, MA

Past

February 15, 2001 - August 14, 2002

GOLDK INVESTMENT SERVICES, INC

CRD#: 15514

BOSTON, MA

Past

September 3, 1997 - February 6, 2001

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

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".

QP CONSULTING

IVCEVICH, MARK, JOSEPH | QP CONSULTING, LLC | QP CONSULTING

CRD#: 129601 / SEC#: 801-78910

RIA

Registered Investment Advisory firm - (12/18/2013 Approved)

District of Columbia

Registered Investment Advisory firm - (12/19/2013 Terminated)

Maryland

Registered Investment Advisory firm - (12/23/2013 Terminated)

Virginia

Registered Investment Advisory firm - (12/19/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Maryland
(10/28/2014)

IAR

Texas
(10/20/2022)

IAR

Virginia
(1/29/2004)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/13/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/8/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/2/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

QP CONSULTING

IVCEVICH, MARK, JOSEPH | QP CONSULTING, LLC | QP CONSULTING

CRD#: 129601 / SEC#: 801-78910

RIA

Registered Investment Advisory firm - (12/18/2013 Approved)

District of Columbia

Registered Investment Advisory firm - (12/19/2013 Terminated)

Maryland

Registered Investment Advisory firm - (12/23/2013 Terminated)

Virginia

Registered Investment Advisory firm - (12/19/2013 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6930 Carroll Avenue Ste. 407, Takoma Park, MD 20912

Mailing Address

Phone number

(301) 326-1521

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QP CONSULTING ADV BROCHURE (1/21/2025)

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 497,912,054

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark J. Ivcevich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Joseph Ivcevich's CRS (Customer Relationship Summary).

Certified licenses

Experience

QP CONSULTING

GOLDK INVESTMENT SERVICES, INC

GOLDK INVESTMENT SERVICES, INC

TRANSAMERICA SECURITIES SALES CORPORATION

Primary Firm SEC Registration

QP CONSULTING

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2003

Series 63

Date: 10/30/1997

Series 7

Date: 7/8/2003

Series 6

Date: 9/2/1997

Current Firm

QP CONSULTING

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QP CONSULTING

TRUST BUT VERIFY

Similar Advisors