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Mark Partridge Miner

CRD# 6322678·Registered 2014 - 2022
Previously Registered: Being a previously registered professional could mean that Mark 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.

Professional Summary

Mark Partridge Miner, who also goes by Mack Miner, Mark Miner, was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 2014 - 2022. Mark had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mack Miner, Mark Miner

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

Past

CALIBER WEALTH ADVISORYPast·CRD# 289319
RIA
St Augustine, FL
May 30, 2018 - January 27, 2022
EDWARD JONESPast·CRD# 250
RIA
St Augustine, FL
August 18, 2014 - October 31, 2016
EDWARD JONESPast·CRD# 250
BD
St Augustine, FL
June 12, 2014 - October 31, 2016

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Current Firm

CALIBER WEALTH ADVISORY
CALIBER WEALTH ADVISORY

CALIBER WEALTH ADVISORY | CALIBER WEALTH ADVISORY, LLC

CRD#: 289319
Connecticut
Registered Investment Advisory firm - Connecticut (10/15/2025 Approved)
Florida
Registered Investment Advisory firm - Florida (10/4/2017 Approved)
Georgia
Registered Investment Advisory firm - Georgia (12/5/2022 Approved)
Oklahoma
Registered Investment Advisory firm - Oklahoma (6/6/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (7/12/2022 Conditional Restricted)

Contact Information

Main Address

Tampa, FL

Mailing Address

14910 N Dale Mabry Hwy Unit 340490, Tampa, FL 33694

Phone Number

(813) 819-3400

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

61

AUM (Assets Under Management)

$25,128,471

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.
This advisor is not registered in any state.

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 Jul 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2014About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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