Marcus George Warren

Current Employers

Employment History

• 07/2018 → 12/2019
  J. Hagan Warren Capital Partners Inc. Dba Warren Wealth Mgmt
  Louisville, KY
• 09/2013 → 08/2018
  J. Hagan Warren Capital Inc
  Louisville, KY
• 09/2018 → 12/2019
  Gradient Advisors, Llc
  Arden Hills, MN
• 01/2020 → Present
  Warren Wealth Management & Tax Planning Inc.
  Louisville, KY
• 09/2018 → 11/2018
  Hagan Warren Wealth Management
  Louisville, KY
• 11/2013 → 08/2018
  Jhw Tax Enterprises, Llc
  Louisville, KY
• 06/2013 → 06/2018
  J. Hagan Warren Capital Holdings, Inc.
  Louisville, KY
• 09/2012 → 12/2017
  The Franchise Corp.
  Louisville, KY
• 01/2005 → 12/2017
  The Warren Investment Group, Llc
  Louisville, KY
• 01/2021 → Present
  Syndicate Ins Solutions Incorporated
  Louisville, KY

Previous Registrations

• 2018-09-21 → 2019-12-31
  Gradient Advisors, Llc
  Arden Hills, MN
  Louisville, KY
• 2013-09-17 → 2018-08-13
  J. Hagan Capital, Inc.
  Louisville, KY
• 2009-03-25 → 2013-09-06
  Madison Avenue Securities, Llc
  San Diego, CA
  Louisville, KY
• 2009-01-05 → 2009-03-25
  Madison Avenue Advisors, Inc.
  San Diego, CA
• 2005-02-14 → 2008-12-31
  Investors Capital Corp.
  Louisville, KY
  Lynnfield, MA
  Louisville, KY
  Gilford, NH
  Lynnfield, MA

Other Businesses

Syndicate Ins Solutions Incorporated; owner/insurance agent; investment related; 9300 Shelbyville Road, Suite 1204, Louisville, KY 40222; sell insurance products; Start date 1/2021; 30 hrs/mo., 30 hrs during trading Financial Empowerment Academy; Non Investment Related; Louisville, KY 40241; Board of Directors; Attend monthly meetings, vote on motions; Start date 10/2017, 3hrs/mo, 0 hrs during trading Tax Preparation; Non Investment Related; Louisville, KY 40223; Preparation of tax returns, federal and state; Start date 01/2012, 2 hrs/mo, 0 hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-31
• S63 Uniform Securities Agent State Law Examination
  2002-06-07