# MARC DAVID OROURKE

MARC DAVID OROURKE is an investment adviser representative (IAR) with state registration records since 2001, appearing at 12 firms. Currently registered with FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC.

## Registration history (12)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC](https://search.stillhousedata.com/firm/316024) | 2023-01-04 | present | Yes |
| [FORTA FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/28784) | 2021-05-24 | 2021-10-04 | — |
| [FINANCIAL GRAVITY ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/144008) | 2020-05-08 | 2023-01-04 | — |
| [PAULSON INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/304328) | 2020-02-19 | 2020-05-04 | — |
| [PAULSON INVESTMENT COMPANY LLC](https://search.stillhousedata.com/firm/5670) | 2018-12-03 | 2020-05-04 | — |
| [BROXTON CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/136914) | 2018-01-04 | 2018-11-30 | — |
| [ASSEMBLY WEALTH](https://search.stillhousedata.com/firm/108834) | 2016-07-26 | 2017-08-22 | — |
| [FREEDOM INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/126052) | 2012-10-17 | 2016-05-10 | — |
| [WILLOW CREEK WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/109240) | 2010-01-12 | 2011-01-03 | — |
| [BELL INVESTMENT ADVISORS INC](https://search.stillhousedata.com/firm/108383) | 2007-04-25 | 2009-11-19 | — |
| [HOEFER & ARNETT CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/110561) | 2003-09-18 | 2007-03-19 | — |
| [DWS INVESTMENT MANAGEMENT AMERICAS, INC.](https://search.stillhousedata.com/firm/104518) | 2001-03-15 | 2002-09-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/856163)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/856163.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.
