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MK

Mark C. Kress

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CRD#: 3110596
MK

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 Clinton Kress, CFA was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2015. Mark had worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 7 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.
(1) 08/2014 TO PRESENT; SELF-EMPLOYED/SOLE PROPRIETORSHIP; ORINDA, CA; NOT INVESTMENT RELATED; CONSULTING FOR FAMILY OFFICES; SPEND 10-15 HRS/WK. (2) 01/2019 TO PRESENT; ENTORO CAPITAL, LLC; HOUSTON, TX; NOT INVESTMENT RELATED; MANAGING DIRECTOR.

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®
CFA

Experience


Past

June 5, 2019 - November 13, 2025

ARDEN ADVISORY LLC

RIA
CRD#: 301985
ORINDA, CA
Past

April 8, 2019 - December 20, 2019

ENTORO SECURITIES, LLC

BD
CRD#: 35192
HOUSTON, TX
Past

March 18, 2015 - July 29, 2016

COMPASS SECURITIES CORPORATION

BD
CRD#: 16168
BRAINTREE, MA

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
RR
Series 63
Date: 3/1/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/8/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AA
ARDEN ADVISORY LLC
ALPHA DIVERSIFIED, LLC | ARDEN ADVISORY LLC | ALPHA WEALTH FUNDS, LLC

CRD#: 301985 / SEC#:

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Contact information


Main Address
Orinda, CA
Mailing Address
Phone number
(415) 290-7164
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


ARDEN ADVISORY LLC

CRD#: 301985

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