MARK DAMIAN PICCERELLI is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2025-07-01 | present | Yes |
| THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 2021-03-18 | 2025-07-03 | — |
| IVY WEALTH MANAGEMENT, INC. | 2016-02-09 | 2021-06-30 | — |
| M HOLDINGS SECURITIES, INC. | 2002-01-01 | 2016-02-04 | — |