Mark A. Orlinsky

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CRD#: 3142314

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 Aaron Orlinsky was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1998. Mark had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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)

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®

None

Experience

Past

December 21, 2020 - April 7, 2021

NAMCOA

RIA

CRD#: 133978

Boca Raton, FL

Past

September 8, 2016 - March 9, 2020

CETERA ADVISORS LLC

RIA

CRD#: 10299

FORT LAUDERDALE, FL

Past

September 7, 2016 - March 9, 2020

CETERA ADVISORS LLC

CRD#: 10299

FORT LAUDERDALE, FL

Past

July 12, 2007 - October 3, 2016

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

FORT LAUDERDALE, FL

Past

December 8, 2006 - October 3, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

FORT LAUDERDALE, FL

Past

May 11, 2005 - December 20, 2006

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DEERFIELD BEACH, FL

Past

October 26, 2004 - May 16, 2005

J. ALDEN ASSOCIATES, INC.

CRD#: 40002

WAYNE, PA

Past

April 8, 2003 - October 27, 2004

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

December 11, 2000 - March 7, 2003

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

December 2, 1999 - December 14, 2000

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

October 5, 1999 - December 9, 1999

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

POUGHKEEPSIE, NY

Past

November 25, 1998 - September 21, 1999

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

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".

NAMCOA

CRD#: 133978 / SEC#: 801-66945

RIA

Registered Investment Advisory firm - (7/5/2006 Approved)

Florida

Registered Investment Advisory firm - (11/20/2006 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 6/11/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/20/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NAMCOA

CRD#: 133978 / SEC#: 801-66945

RIA

Registered Investment Advisory firm - (7/5/2006 Approved)

Florida

Registered Investment Advisory firm - (11/20/2006 Terminated)

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Contact information

Main Address

107 Kilson Drive Suite 206, Mooresville, NC 28117

Mailing Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Phone number

(239) 593-5525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/31/2025)

ADV WRAP BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	462
AUM (Assets Under Management)	$ 312,332,592

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.

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Advisor Monitoring

Firm Stability Insights

Mark A. Orlinsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

KESTRA INVESTMENT SERVICES, LLC

J. ALDEN ASSOCIATES, INC.

USALLIANZ SECURITIES, INC.

INVESTACORP, INC.

OSAIC FS, INC.

PRIME CAPITAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

NAMCOA

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2007

Series 63

Date: 12/24/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/27/1999

Series 6

Date: 11/20/1998

Current Firm

NAMCOA

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAMCOA

TRUST BUT VERIFY

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