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Timothy Robert Marshall

Mariner Wealth

State College, PA

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Current Employers
Mariner Wealth

5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-02-10
  • PA RA
    APPROVED
    Since 2020-02-10

Branch Locations

1375 Martin St. Suite 200, State College, PA 16803 • 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
Urish Popeck & Company Llc State College PA 01/2007 12/2018
Vantage Investment Advisors State College PA 07/2016 09/2018
Mariner Wealth Advisors, Llc State College PA 03/2018 12/2019
Mariner Wealth Advisors - Ic, Llc State College PA 01/2020 Present
  • 01/2007 → 12/2018
    Urish Popeck & Company Llc
    State College, PA
  • 07/2016 → 09/2018
    Vantage Investment Advisors
    State College, PA
  • 03/2018 → 12/2019
    Mariner Wealth Advisors, Llc
    State College, PA
  • 01/2020 → Present
    Mariner Wealth Advisors - Ic, Llc
    State College, PA
Previous Registrations
  • 2018-03-12 → 2020-02-14
    Mariner
    State College, PA
  • 2016-08-15 → 2018-10-11
    Mariner Wealth Advisors
    State College, PA
  • 2012-10-17 → 2016-07-15
    Global Wealth Consultants, Llc
    Naples, FL
  • 2005-01-10 → 2012-09-14
    Avantax Advisory Services
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-09
S63 Uniform Securities Agent State Law Examination 2001-11-29
  • S65 Uniform Investment Adviser Law Examination
    2004-12-09
  • S63 Uniform Securities Agent State Law Examination
    2001-11-29
Other Names
  • Timothy Robert Marshall

View on SEC IAPD

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ROBERT JOHN HINSON
JENNIFER A NEWMAN

Other Offices

VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · State College, PA
VICUS CAPITAL, INC. · State College, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
ABUNDANCE WEALTH COUNSELORS, LLC · STATE COLLEGE, PA

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