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RIA / WealthAdvisor25 years in industry

Mark Paul Collinsworth

Advisor at ANCHOR & OAK WEALTH ADVISORS, LLC

COLLIERVILLE, TN | MARCO ISLAND, FL

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Search this name across graphsid dfx:ria:b7eaa350-33fd-7b24-328a-6ec7f834ae9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 30, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ANCHOR & OAK WEALTH ADVISORS, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 29, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 29, 2001
First registration: Aug 30, 2001
Dual registered: no
Other names: MARK PAUL COLLINSWORTH
IAPD individual key: 4422660

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ANCHOR & OAK WEALTH ADVISORS, LLC	No RAUM reported	Jun 26, 2026	n/a	yes	COLLIERVILLE, TN\|MARCO ISLAND, FL	Current employment
GLOBAL INVESTMENT ADVISORY	Independent wealth	Oct 28, 2024	Aug 10, 2026	no	Collierville, TN\|MCDONOUGH, GA	Previous registration
FORTITUDE ADVISORY GROUP L.L.C.	Independent wealth	Apr 21, 2011	Dec 31, 2013	no	GIG HARBOR, WA	Previous registration
OAKVIEW CAPITAL MANAGEMENT, L.P.	Former SEC adviser	Feb 16, 2011	May 2, 2011	no	DALLAS, TX	Previous registration
VERE ASSET MANAGEMENT, INC.	Former SEC adviser	Sep 9, 2010	Aug 8, 2025	no	COLLIERVILLE, TN	Previous registration
STANFORD GROUP COMPANY	n/a	Aug 30, 2001	Mar 26, 2009	no	MEMPHIS, TN\|MEMPHIS, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL INVESTMENT ADVISORY	ANCHOR & OAK WEALTH ADVISORS, LLC	Aug 10, 2026	Jun 26, 2026	-45	Firm change after gap	RIA to new firm
VERE ASSET MANAGEMENT, INC.	OAKVIEW CAPITAL MANAGEMENT, L.P.	Aug 8, 2025	Feb 16, 2011	-5,287	Firm change after gap	Other
FORTITUDE ADVISORY GROUP L.L.C.	GLOBAL INVESTMENT ADVISORY	Dec 31, 2013	Oct 28, 2024	3,954	Firm change after gap	Other
OAKVIEW CAPITAL MANAGEMENT, L.P.	FORTITUDE ADVISORY GROUP L.L.C.	May 2, 2011	Apr 21, 2011	-11	Firm change	Other
STANFORD GROUP COMPANY	VERE ASSET MANAGEMENT, INC.	Mar 26, 2009	Sep 9, 2010	532	Firm change after gap	Other

Relationships

Registered with (6)

→ ANCHOR & OAK WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ GLOBAL INVESTMENT ADVISORYRegistered adviserregistration: previous registration
Oct 28, 2024 to Aug 10, 2026factForm ADV
→ VERE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 9, 2010 to Aug 8, 2025factForm ADV
→ FORTITUDE ADVISORY GROUP L.L.C.Registered adviserregistration: previous registration
Apr 21, 2011 to Dec 31, 2013factForm ADV
→ OAKVIEW CAPITAL MANAGEMENT, L.P.Registered adviserregistration: previous registration
Feb 16, 2011 to May 2, 2011factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Aug 30, 2001 to Mar 26, 2009factForm ADV

Dated events

Occurred
Aug 10, 2026
Advisor changed firm
Mark Paul Collinsworth left Global Investment Advisory for Anchor & Oak Wealth Advisors, Llc (registered 2026-06-26)
Form ADVobserved 6 days ago
Occurred
Aug 8, 2025
Advisor changed firm
Mark Paul Collinsworth left Vere Asset Management, Inc. for Oakview Capital Management, L.P. (registered 2011-02-16)
Form ADVobserved 6 days ago