AUMdb
MA

Mark Allen Zoril

CRD 2544722

Firms

FirmRoleAs of
Planvision, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Planvision, Llc
    Chief Compliance Officer And Founder · 75% or more · May 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗