Marcos Ramon Lopez

Current Employers

Employment History

• 07/2011 → Present
  Excel-Frs
  Philadelphia, PA
• 02/2016 → 12/2022
  Lpl Financial, Llc
  Philadelphia, PA
• 02/2016 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2011-03-29 → 2016-02-19
  Geneos Wealth Management, Inc.
  King Of Prussia, PA
  Philadelphia, PA
• 2008-02-08 → 2011-03-31
  Financial Telesis Inc
  Philadelphia, PA
  San Rafael, CA
• 2003-08-19 → 2008-11-18
  Excel Retirement Plans, Inc.
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

1. 02/22/2016 - Exude, LLC/ Non-Variable Insurance/ 3%/ PHILADELPHIA, PA 2. 02/22/2016 - ESPG, inc/ Business Entity For Tax, Investment Purposes Only/ 0%/ PHILADELPHIA, PA 3. 02/22/2016 - Exude - FRS/ DBA for LPL Business (entity for LPL business)/ 100%/ King of Prussia, PA 4. 02/22/2016 - Excel - FRS/ DBA for LPL Business (entity for LPL business)/ 100%/ King of Prussia, PA 5. 02/22/2016 - Exude Benefits Group, Inc./ Non-Variable Insurance/ 65%/ PHILADELPHIA, PA 6. 02/22/2016 - FRS Capital Management/ DBA for LPL Business (entity for LPL business)/ 100%/ King of Prussia, PA. 7. 2/23/2016: Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/15/2016 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - IAR. 8. 06/07/2017 -FRS Capital Management-investment related- At reported business location(s)- Registered Investment Advisor DBA-IAR-start 05/31/2017-Hours per month 10/ Hours during trading 10 9. 06/07/2017- Exude FRS- investment related- At reported business location(s)- Registered Investment Advisor DBA- IAR-start 05/31/2017- Hours per month/ Hours during trading 10 10. 05/06/2022 - Exude HCC, LLC - Not Investment Related - 325 Chestnut Street, Suite 1000, Philadelphia, PA 19106 - Other-HR Services - CEO - Start Date: 02/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading. 11. 05/06/2022 - Patriot Growth Insurance Services - Investment Related - 325 Chestnut Street, Suite 1000, Philadelphia, PA 19106 - Outside/W-2 Employment - CEO - Start Date: 05/01/2022 - 120 Hours Per Month/120 Hours During Securities Trading. 12. 05/06/2022 - Exude Holdings, LLC - Not Investment Related - 325 Chestnut Street, Suite 1000, Philadelphia, PA 19106 - Business Entity For Tax/Investment Purposes Only - CEO - Start Date: 02/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-12-12