Mark Edelman is a registered investment advisor, based in Houston, TX, with 18 years of industry experience.
Location
1880 S Dairy Ashford Rd., Ste. 554, Houston, TX, 77077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an insurance agent since 2020, dedicating minimal time to this activity. He is also an IAR affiliate, owner of a real estate company, an investment advisor representative, and president of a pass-through entity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
State Registrations4 states
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.