Heidi Mark has been Chief Compliance Officer of Endeavor Private Wealth since February 2021, is a control person of the firm and directly owns under 5% of it.
Endeavor Private Wealth, Inc. is a Topeka, KS firm with $595M under management, 535 clients and 9 advisers across 5 offices, as of its May 2026 filing.
Heidi Mark’s longest registration was 9 years at Wells Fargo Clearing Services, LLC (2011–2021). Before joining Endeavor Private Wealth in 2021, Heidi Mark was registered through Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC.
- – present · 5 yearsTopeka, KS · Adviser representative · Firm CRD 313053
- Wells Fargo Clearing Services, LLC– · 9 yearsTopeka, KS · Adviser representative · Firm CRD 19616
- Wells Fargo Advisors, LLC– · under a yearTopeka, KS · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Heidi Mark is registered as an investment adviser representative in Kansas, since June 2021.
- KansasSince 7 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 October 2006 |
| Series 7 | General Securities Representative Examination | 21 April 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heidi Dawn Mark
- CRD
- 4790248
- Firm
- Endeavor Private Wealth · CRD 313053
- Role
- Chief Compliance Officer
- Office
- 2951 SW WOODSIDE DR., Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Heidi Mark work?
Heidi Mark has been Chief Compliance Officer of Endeavor Private Wealth, Inc. since February 2021, and is a control person of the firm.
Is Heidi Mark a financial advisor?
Yes. Heidi Mark has a current investment-adviser registration in Kansas, through Endeavor Private Wealth since June 2021.
How many years of experience does Heidi Mark have?
Heidi Mark has 20 years in the financial industry, since April 2006, across 2 adviser firms.
What exams has Heidi Mark passed?
Heidi Mark has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 2006. FINRA credited Heidi Mark with the SIE, which began in October 2018.
Where did Heidi Mark work before Endeavor Private Wealth?
Before Endeavor Private Wealth, Heidi Mark was registered through Wells Fargo Advisors, LLC, May 2011 to November 2011.
Where is Heidi Mark based?
Heidi Mark’s registered office is in Topeka, KS.
Is Heidi Mark registered with FINRA?
No. Heidi Mark has no current broker registration.
How can I verify Heidi Mark’s record?
Search CRD 4790248 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heidi Mark’s full registration record.
- Christopher McGeeManaging Partner