Mark C. Boyer
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 Coolidge Boyer was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 2000. Mark had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 11, 2024 - March 17, 2025
STATE FARM VP MANAGEMENT CORP.
March 31, 2022 - January 19, 2024
TRUIST ADVISORY SERVICES, INC.
March 25, 2022 - January 19, 2024
TRUIST INVESTMENT SERVICES, INC.
February 27, 2018 - March 23, 2022
PNC WEALTH MANAGEMENT LLC
February 26, 2018 - March 23, 2022
PNC WEALTH MANAGEMENT LLC
January 25, 2016 - February 16, 2018
OSAIC FA, INC.
January 22, 2016 - February 16, 2018
OSAIC FA, INC.
October 29, 2009 - January 26, 2016
TRUIST INVESTMENT SERVICES, INC.
July 14, 2009 - January 26, 2016
TRUIST INVESTMENT SERVICES, INC.
January 2, 2008 - July 10, 2009
COLONIAL BROKERAGE, INC.
March 28, 2005 - December 31, 2007
COREBRIDGE CAPITAL SERVICES, INC.
April 28, 2003 - March 18, 2005
SOUTHTRUST SECURITIES, LLC
October 1, 2000 - April 28, 2003
WELLS FARGO CLEARING SERVICES, LLC
August 22, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STATE FARM VP MANAGEMENT CORP.
CRD#: 43036 / SEC#: , 8-50128
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM INVESTMENT MANAGEMENT | SHAREHOLDER | 3487 |
| COOK, KRISTYN | EXECUTIVE VICE PRESIDENT AND DIRECTOR | 4215717 |
| FARNEY, JON CHARLES | PRESIDENT AND DIRECTOR | 2839964 |
| GHANBARPOUR, ARASH | VICE PRESIDENT AND DIRECTOR | 5129325 |
| HINTZ, SCOTT ALEXANDER | VICE PRESIDENT - FINANCIAL AND SECRETARY | 2004555 |
| LUDWIG, TERRENCE MICHAEL | CHIEF COMPLIANCE OFFICER AND TREASURER | 3231040 |
| MINEAU, SARAH | SENIOR VICE PRESIDENT AND DIRECTOR | 4634160 |
| MONTGOMERY, BRADLEY DOYLE | SENIOR VICE PRESIDENT AND DIRECTOR | 2913835 |
| PRESTON, BRIAN LYNN | ANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER | 4312143 |
| WIEDUWILT, ANDREW PATRICK | VICE PRESIDENT | 8074278 |
| WILLARD, DANIEL NELSON | ASSISTANT SECRETARY AND COUNSEL | 5207081 |
Disclosures
| Regulatory Event | 7 |
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.
