# Mark Thomas Wagner

Mark Thomas Wagner is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2024-12-20 | present | Yes |
| [CAMPBELL WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/152956) | 2017-02-08 | 2025-03-28 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-05-29 | 2013-10-23 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-04-18 | 2012-03-14 | — |
| [GREAT LAKES ADVISORS, LLC](https://search.stillhousedata.com/firm/110757) | 2006-08-25 | 2008-09-09 | — |
| [WAGNER INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/130088) | 2004-04-06 | 2007-01-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3150329)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3150329.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.