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RIA / WealthAdvisor29 years in industry

MARK HENRY JOSEFCZYK

Advisor at CONNETIC VENTURES

COVINGTON, KY

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Search this name across graphsid dfx:ria:b8fe81e8-ff94-69e1-6354-ae37bc4d556b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 6, 1999 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: CONNETIC VENTURES
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 14, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 14, 1997
First registration: Oct 6, 1999
Dual registered: no
IAPD individual key: 1644507

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
CONNETIC VENTURES	Asset manager	Aug 21, 2024	n/a	yes	COVINGTON, KY	Current employment
CERITY PARTNERS OCIO LLC	Institutional manager	Jan 8, 2019	Jan 3, 2023	no	NEW YORK, NY	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 23, 2007	Jan 4, 2019	no	San Diego, CA\|SAN DIEGO, CA\|CHICAGO, IL\|CINCINNATI, OH\|JERSEY CITY, NJ\|Beavercreek, OH	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 24, 2006	Oct 1, 2007	no	CINCINNATI, OH\|Cincinnati, OH\|Cincinnati, OH\|Novi, MI	Previous registration
HABERER REGISTERED INVESTMENT ADVISOR INC	Former SEC adviser	Oct 6, 1999	Feb 15, 2005	no	CINCINNATI, OH	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
CERITY PARTNERS OCIO LLC	CONNETIC VENTURES	Jan 3, 2023	Aug 21, 2024	596	Firm change after gap	RIA to new firm
TD AMERITRADE, INC.	CERITY PARTNERS OCIO LLC	Jan 4, 2019	Jan 8, 2019	4	Firm change	Other
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	Oct 1, 2007	Oct 23, 2007	22	Firm change	Ibd to new firm
HABERER REGISTERED INVESTMENT ADVISOR INC	CHARLES SCHWAB & CO., INC.	Feb 15, 2005	Mar 24, 2006	402	Firm change after gap	Other

Relationships

Registered with (5)

→ CONNETIC VENTURESRegistered adviserregistration: current employment
Aug 21, 2024 to presentfactForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Jan 8, 2019 to Jan 3, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 23, 2007 to Jan 4, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 24, 2006 to Oct 1, 2007factForm ADV
→ HABERER REGISTERED INVESTMENT ADVISOR INCRegistered adviserregistration: previous registration
Oct 6, 1999 to Feb 15, 2005factForm ADV

Dated events

Occurred
Jan 3, 2023
Advisor changed firm
Mark Henry Josefczyk left Cerity Partners Ocio Llc for Connetic Ventures (registered 2024-08-21)
Form ADVobserved 6 days ago