Benjamin James Marshall

Current Employers

Employment History

• 08/2012 → Present
  Insurance-Non Variable
  Salt Lake City, UT
• 06/2017 → 03/2022
  Drive Wealth Management
  Lehi, UT
• 11/2015 → 06/2017
  Lefavi Wealth Management
  Salt Lake City, UT
• 11/2021 → 05/2023
  Townsquare Capital
  Provo, UT
• 04/2023 → Present
  Golden State Equity Partners, Llc
  South Coast Metro, CA
• 04/2023 → Present
  Marshall Wealth Advisors
  Lehi, UT

Previous Registrations

• 2021-11-30 → 2023-05-30
  Townsquare Capital, Llc
  Lehi, UT
  Lehi, UT
• 2017-06-06 → 2022-03-28
  Drive Wealth Advisers
  Lehi, UT
• 2015-11-10 → 2017-06-05
  Lefavi Wealth Management
  Salt Lake City, UT
• 2013-04-10 → 2015-11-05
  Integrated Wealth Strategies
  Sandy, UT
• 2012-01-25 → 2013-04-10
  Raymond James Financial Services Advisors, Inc
  Salt Lake City, UT
• 2010-04-06 → 2012-01-10
  Securities America Advisors, Inc.
  Midvale, UT
• 2008-01-01 → 2010-04-05
  Wells Fargo Clearing Services, Llc
  Oroville, CA
• 2007-10-04 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Oroville, CA
  St. Louis, MO
• 2007-04-05 → 2007-10-10
  Wells Fargo Investments, Llc
  Paradise, CA

Other Businesses

INSURANCE-NON VARIABLE - SALT LAKE CITY, UT. FIXED INSURANCE SALES. STARTED 04/2010 TO PRESENT. <1 HOURS WEEKLY, 2-3 hours per month DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-03

Designations