Mark Lablance has been an investment adviser representative at William Joseph Capital Management since December 2024, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Mark Lablance’s longest registration was 5 years at M1 Capital Management LLC (2015–2021). Before joining William Joseph Capital Management in 2024, Mark Lablance was registered through Lablance Financial Group, LLC and M1 Capital Management LLC.
- – present · 1 yearFort Myers, FL · Adviser representative · Firm CRD 226535
- Lablance Financial Group, LLC– · 3 yearsFort Myers, FL · Adviser representative · Firm CRD 310331
- M1 Capital Management LLC– · 5 yearsAlanson, MI · Adviser representative · Firm CRD 158269
- Fmsi Advisers– · 3 yearsNaperville, IL · Adviser representative · Firm CRD 21786
- LPL Financial LLC– · 1 yearLisle, IL · Adviser representative · Firm CRD 6413
- Advance Capital Management Inc– · 2 yearsLisle, IL · Adviser representative · Firm CRD 110767
Investment adviser representative registrations
Mark Lablance is registered as an investment adviser representative in Florida, since December 2024.
- FloridaSince 6 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 1997 |
| Series 7 | General Securities Representative Examination | 16 March 1994 |
- 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
- Mark Daniel Lablance
- CRD
- 2437487
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- Fort Myers, FL
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Lablance work?
Mark Lablance is an investment adviser representative registered through William Joseph Capital Management, Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Mark Lablance a financial advisor?
Yes. Mark Lablance has a current investment-adviser registration in Florida, through William Joseph Capital Management since December 2024.
How many years of experience does Mark Lablance have?
Mark Lablance has 19 years in the financial industry, since February 2007, across 6 adviser firms.
What exams has Mark Lablance passed?
Mark Lablance has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1994. FINRA credited Mark Lablance with the SIE, which began in October 2018.
Where did Mark Lablance work before William Joseph Capital Management?
Before William Joseph Capital Management, Mark Lablance was registered through M1 Capital Management LLC, June 2015 to January 2021; Fmsi Advisers, August 2011 to June 2015; LPL Financial LLC, September 2009 to August 2011; Advance Capital Management Inc, February 2007 to September 2009.
Where is Mark Lablance based?
Mark Lablance’s registered office is in Fort Myers, FL.
Is Mark Lablance registered with FINRA?
No. Mark Lablance has no current broker registration.
How can I verify Mark Lablance’s record?
Search CRD 2437487 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Lablance’s full registration record.
