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1404 Lake Point Pkwy, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2011-01-01 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshall Wealth Management, Llc | Louisville | KY | 02/2010 | Present |
(1) MINI MOGULS EDUTAINMENT COMPANY IS A FINANCIAL EDUCATION COMPANY THAT PROVIDES FINANCIAL COMIC BOOKS TO SCHOOLS ACCROSS THE COUNTRY. IT IS NOT INVESTMENT RELATED. THE LOCATION IS 629 S. 4TH STREET STE#302 LOUISVILLE, KY 40202. MY ROLE IS PRESIDENT AND OWNER OF THE COMPANY AND I HAVE HELD THIS POSITION SINCE 12/2003. I SPEND ABOUT 10 HOURS PER WEEK ON THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-14 |
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