Mark Biggs has been an investment adviser representative at Kinetic Investment Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
Mark Biggs’ longest registration is the current one, 2 years at Kinetic Investment Management since 2024. Before joining Kinetic Investment Management in 2024, Mark Biggs was registered through Simplicity Wealth and Magnolia Wealth Management LLC.
- – present · 2 yearsBowling Green, KY · Adviser representative · Firm CRD 283034
- Simplicity Wealth– · 1 yearBowling Green, KY · Adviser representative · Firm CRD 300572
- Magnolia Wealth Management LLC– · under a yearBowling Green, KY · Adviser representative · Firm CRD 314787
Investment adviser representative registrations
Mark Biggs is registered as an investment adviser representative in Kentucky, since February 2024.
- KentuckySince 28 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7397527
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 843 Fairview Ave Ste. B-2, Bowling Green, KY 42101
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Biggs work?
Mark Biggs is an investment adviser representative registered through Kinetic Investment Management, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Mark Biggs a financial advisor?
Yes. Mark Biggs has a current investment-adviser registration in Kentucky, through Kinetic Investment Management since February 2024.
How many years of experience does Mark Biggs have?
Mark Biggs has 4 years in the financial industry, since November 2021, across 3 adviser firms.
What exams has Mark Biggs passed?
Mark Biggs passed the Series 65 in January 2021.
Where did Mark Biggs work before Kinetic Investment Management?
Before Kinetic Investment Management, Mark Biggs was registered through Simplicity Wealth, June 2022 to February 2024; Magnolia Wealth Management LLC, November 2021 to July 2022.
Where is Mark Biggs based?
Mark Biggs’ registered office is in Bowling Green, KY.
Is Mark Biggs registered with FINRA?
No. Mark Biggs has no current broker registration.
How can I verify Mark Biggs’ record?
Search CRD 7397527 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Biggs’ full registration record.