Mark I. Itnyre
Professional summary
Mark Ian Itnyre, CFP®, who also goes by Mark I Itnyre, is a registered financial advisor currently at FROST INVESTMENT SERVICES located in Austin, Texas and FROST BROKERAGE SERVICES, INC. located in Austin, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Mark has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Ian Itnyre's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2022 - Present
FROST INVESTMENT SERVICES
Office #1: 1206 W 38th St, Austin, TX 78705April 22, 2014 - Present
FROST BROKERAGE SERVICES, INC.
Office #1: 1206 W 38th Street, Austin, TX 78705January 9, 2017 - December 31, 2021
FROST INVESTMENT SERVICES
January 3, 2011 - April 21, 2014
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - April 21, 2014
WELLS FARGO CLEARING SERVICES, LLC
September 9, 2005 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
July 8, 2005 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
June 13, 2000 - November 30, 2001
CYBERTRADER, INC.
August 31, 1999 - March 24, 2000
JANUS HENDERSON DISTRIBUTORS US LLC
Primary Firm SEC Registration
FROST INVESTMENT SERVICES
CRD#: 286129 / SEC#: 801-108754
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/26/2023)
(6/10/2014)
(4/25/2017)
(5/4/2023)
(6/3/2022)
(10/17/2024)
(1/11/2024)
(1/11/2024)
(10/3/2016)
(7/10/2017)
(1/4/2016)
(4/22/2014)
(1/26/2022)
(1/11/2024)
(12/21/2015)
Exams
FINRA
Current Firm
FROST INVESTMENT SERVICES
CRD#: 286129 / SEC#: 801-108754
Contact information
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,179 |
| AUM (Assets Under Management) | $ 2,976,654,932 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2024 | ||
| 11/27/2023 | ||
| 12/21/2022 |
Red Flags
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