Mark Mollon has been an investment adviser representative at CSP Financial Group since January 2021, and is not listed among the firm’s executive officers or direct owners.
CSP Financial Group LLC is a Scottsdale, AZ firm with $151M under management, 397 clients and 21 advisers across 18 offices, as of its September 2026 filing.
Mark Mollon’s longest registration was 8 years at Lifetyme Financial Advisors, LLC (2012–2021). Before joining CSP Financial Group in 2021, Mark Mollon was registered through Lifetyme Financial Advisors, LLC and Brokers International Financial Services, LLC.
- CSP Financial Group LLCCurrent– present · 5 yearsUpper Marlboro, MD · Adviser representative · Firm CRD 310819
- Lifetyme Financial Advisors, LLC– · 8 yearsUpper Marlboro, MD · Adviser representative · Firm CRD 159809
- Brokers International Financial Services, LLC– · under a yearBowie, MD · Adviser representative · Firm CRD 139627
Investment adviser representative registrations
Mark Mollon is registered as an investment adviser representative in 3 states. Each was approved in January 2021.
- LouisianaSince 26 January 2021
- MarylandSince 25 January 2021
- TexasSince 25 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Vincent Mollon
- CRD
- 5907045
- Firm
- CSP Financial Group · CRD 310819
- Office
- Upper Marlboro, MD
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Mollon work?
Mark Mollon is an investment adviser representative registered through CSP Financial Group LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Mark Mollon a financial advisor?
Yes. Mark Mollon has a current investment-adviser registration in Louisiana, Maryland and Texas, through CSP Financial Group since January 2021.
How many years of experience does Mark Mollon have?
Mark Mollon has 15 years in the financial industry, since August 2011, across 3 adviser firms.
What exams has Mark Mollon passed?
Mark Mollon passed the Series 65 in May 2011.
Where did Mark Mollon work before CSP Financial Group?
Before CSP Financial Group, Mark Mollon was registered through Brokers International Financial Services, LLC, May 2011 to December 2011.
Where is Mark Mollon based?
Mark Mollon’s registered office is in Upper Marlboro, MD.
Is Mark Mollon registered with FINRA?
No. Mark Mollon has no current broker registration.
How can I verify Mark Mollon’s record?
Search CRD 5907045 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Mollon’s full registration record.
