Mark Menzel is a registered investment advisor, based in Reston, VA, with 42 years of industry experience.
Location
12020 Sunrise Valley Dr., Ste 380, Reston, VA, 20191
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Regulatory History (2)
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Customer Dispute
May 2006Denied
Regulatory
December 2004Final
Other Business ActivitiesSells Insurance
Mark is a Senior Vice President at Sunrise Wealth Partners LLC, which is a DBA. He is also an independent insurance agent and an advisory representative of a RIA, spending nearly full-time on the RIA role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Cambridge Investment Research Advisors, INC.
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Fulcrum Securities, LLCBroker
June 2010 - April 2014 · 3 yrs 10 mos
Fulcrum Advisory Services, LLC
May 2010 - April 2014 · 3 yrs 11 mos
Wood (arthur W.) Company, INC.Broker
March 2009 - May 2010 · 1 yr 2 mos
W. Quillen SecuritiesBroker
March 2007 - February 2009 · 1 yr 11 mos
Wachovia Securities, LLCBroker
October 1999 - January 2005 · 5 yrs 3 mos
Wachovia Securities, LLC
December 1990 - January 2005 · 14 yrs 1 mo
First Union Capital Markets CORP.Broker
September 1981 - October 1999 · 18 yrs 1 mo
First Jersey Securities, INC.Broker
April 1981 - September 1981 · 5 mos
State Registrations17 states
AZCACODCDEFLMDMSMTNCNJPASCTNTXVAWV
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.