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MB

Mark F. Bonner

THE LEADERS GROUP
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 3159534
MB

Professional summary


Mark Francis Bonner, who also goes by Mark Francis Bonner, Mark F Bonner, Mark Bonner, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Mark is registered as a RR (Registered Representative) and started their career in finance in 2004. Mark has worked at 9 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Francis Bonner | Mark F Bonner | Mark Bonner

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) - BD


Click below to view Mark Francis Bonner'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

October 1, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

June 14, 2024 - February 20, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
DEDHAM, MA
Past

July 25, 2023 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
DEDHAM, MA
Past

January 12, 2022 - June 1, 2022

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

July 10, 2019 - January 21, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BOSTON, MA
Past

April 20, 2018 - March 15, 2019

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ANDOVER, MA
Past

January 27, 2014 - July 27, 2017

SANTANDER SECURITIES LLC

BD
CRD#: 41791
DORCHESTER, MA
Past

September 24, 2007 - February 10, 2012

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
JOHNSTON, RI
Past

January 3, 2006 - September 10, 2007

ESSEX SECURITIES LLC

BD
CRD#: 46605
DANVERS, MA
Past

March 9, 2004 - August 20, 2004

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(10/1/2025)
RR
Florida
(10/1/2025)
RR
Massachusetts
(10/1/2025)
RR
New Hampshire
(10/1/2025)
RR
New Jersey
(10/1/2025)
RR
New York
(10/1/2025)
RR
Pennsylvania
(10/1/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 5/3/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

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


THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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