Mark Koellner is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with STEELPEAK WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEELPEAK WEALTH, LLC | 2024-07-25 | present | Yes |
| TITLEIST ASSET MANAGEMENT, LLC | 2023-04-17 | 2024-08-14 | — |
| TITLEIST CAPITAL, LLC | 2022-01-21 | 2023-08-08 | — |
| EDWARD D. JONES & CO., L.P. | 2017-11-03 | 2022-01-25 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-09-19 | 2017-11-16 | — |
| UBS FINANCIAL SERVICES INC. | 2012-05-01 | 2013-08-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-07-25 | 2012-05-02 | — |
| CHASE INVESTMENT SERVICES CORP. | 2007-11-30 | 2008-07-18 | — |