mark patzer is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2024-09-27 | present | Yes |
| COMPOSITION WEALTH, LLC | 2022-11-01 | 2024-10-15 | — |
| KARP CAPITAL MANAGEMENT CORPORATION | 2021-03-30 | 2022-12-31 | — |
| BOYD WEALTH MANAGEMENT, LLC | 2019-05-01 | 2020-06-01 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2016-11-07 | 2018-08-01 | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 2016-03-23 | 2016-10-26 | — |