# mark patzer

mark patzer is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with COMPOUND PLANNING, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COMPOUND PLANNING, INC.](https://search.stillhousedata.com/firm/171787) | 2024-09-27 | present | Yes |
| [COMPOSITION WEALTH, LLC](https://search.stillhousedata.com/firm/143483) | 2022-11-01 | 2024-10-15 | — |
| [KARP CAPITAL MANAGEMENT CORPORATION](https://search.stillhousedata.com/firm/131834) | 2021-03-30 | 2022-12-31 | — |
| [BOYD WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/293990) | 2019-05-01 | 2020-06-01 | — |
| [FIRST ALLIED ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137888) | 2016-11-07 | 2018-08-01 | — |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2016-03-23 | 2016-10-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6557000)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6557000.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.