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Mark Zachary Tamoney

BENCHMARK SECURITIES
WINTER PARK, FL
·CRD# 6257735·12 years experience

Professional Summary

Mark Zachary Tamoney, who also goes by Zak Tamoney, is a registered financial advisor currently at BENCHMARK SECURITIES LLC located in Winter Park, Florida. Mark is registered as a RR (Registered Representative) and started their career in finance in 2013. Mark has worked at 2 firms and has passed the Series 66, SIE, Series 52 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Zak Tamoney

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

12 years in the financial services industry

Current & Past Employments

BENCHMARK SECURITIES LLC·CRD# 159940
BD
250 S. Park Avenue Suite 380, Winter Park, FL 32789
June 16, 2014 - Present
INTERNATIONAL ASSETS ADVISORY, LLC·CRD# 10645
BD
Orlando, FL
December 16, 2013 - May 22, 2014

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Current Firm

BS
BENCHMARK SECURITIES LLC

BENCHMARK SECURITIES LLC | BENCHMARK SECURITIES, LLC

CRD#: 159940 / SEC#: 8-69024
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

250 S. Park Avenue Suite 380, Winter Park, FL 32789

Mailing Address

250 S. Park Avenue Suite 380, Winter Park, FL 32789

Phone Number

(407) 960-2700

Established

Florida since 11/03/2011

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BMKS HOLDINGS, LLCMEMBER—
MADDEN, RAYMOND JAMESCEO, CCO, ER2283328
SEMEL, SCOTT VINCENTHEAD OF SALES & TRADING4823191
YARBROUGH, DANIEL STEPHENCFO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER6115754

Disclosures

Regulatory Event

2

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(6/16/2014)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 52 — Municipal Securities Representative Examination

Passed Aug 2014About the Series 52 exam

Series 7 — General Securities Representative Examination

Passed Dec 2013About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mark Zachary Tamoney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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