MH
CFP
MH
CFP

Mark Hogan

38 Years of Experience
San Antonio, TX
2 DisclosuresBroker

Mark Hogan is a CFP-designated registered investment advisor, based in San Antonio, TX, with 38 years of industry experience.

Location

18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009
Denied
Customer Dispute
January 2001
Denied
Other Business Activities

Mark is the Class President of West Point's Class of 1981, Chairman of the Executive Board for the Southern Baptist of Texas Convention, and Chairman of the Board for Encourage Global. These activities are non-investment related and require minimal time.

Employment History
Current Registrations
Snowden Account Services LLCBroker
June 2018 - Present · 7 yrs 11 mos
Snowden Capital Advisors LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2009 - June 2018 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2009 - June 2018 · 9 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley
July 2004 - April 2007 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
Citigroup Global Markets INC.
May 1999 - July 2004 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
May 1999 - July 2004 · 5 yrs 2 mos
Investment Professionals, INC.Broker
June 1995 - May 1999 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1993 - June 1995 · 2 yrs 3 mos
North American Management, INC.Broker
January 1991 - January 1993 · 2 yrs
First American National Securities, INC.Broker
September 1987 - February 1991 · 3 yrs 5 mos
State Registrations23 states
AKARAZCACOFLGAILKSLAMOMSMTNCNJNMNYOKPASCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Hogan - Financial Advisor | TrueAdvisor