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David Gregory Marshall

Emerson Partners

Naples, FL

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Current Employers
Emerson Partners

Naples, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-09
FL RA APPROVED 2025-03-06
  • CA RA
    APPROVED
    Since 2026-06-09
  • FL RA
    APPROVED
    Since 2025-03-06

Branch Locations

Naples, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Portfolio, Inc La Jolla CA 10/2001 04/2025
Emerson Partners Naples FL 01/2025 Present
Previous Registrations
  • 2007-05-29 → 2025-04-03
    Private Portfolio, Inc.
    Pittsburgh, PA
    Naples, FL
    La Jolla, CA
    La Jolla, CA
    Naples, FL
    Naples, FL
    Naples, FL
    Naples, FL
Other Businesses

EMERSON PARTNERS, LLC ALSO OWNS WWW.EMERSONLETTER.COM, AND WRITES FROM TIME TO TIME ON GENERAL MARKET VIEWS. START DATE 2011 APPROXIMATE HOURS PER MONTH ONE (1) HOUR OR LESS DURING BUSINESS TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-11-14
  • S63 Uniform Securities Agent State Law Examination
    1988-11-14
Other Names
  • David G Marshall

View on SEC IAPD

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