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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
Palm Beach Gardens, FL • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maresh Yoshida 401K Group | Austin | TX | 09/2010 | 04/2017 |
| My Group Llc | Austin | TX | 06/2010 | 04/2017 |
| Captrust Financial Advisors | Raleigh | NC | 04/2017 | 08/2017 |
| Silicon Hills Wealth Management | Austin | TX | 05/2018 | 06/2019 |
| Self-Employed | Austin | TX | 08/2017 | 04/2018 |
| Marcado Asset Management Llc | San Antonio | TX | 12/2019 | 03/2026 |
| Self-Employed | Austin | TX | 06/2019 | 12/2019 |
| Savvy | Palm Beach Gardens | FL | 01/2026 | Present |
Marcado Asset Management LLC; Investment related; San Antonio, TX; Principal; serves as the DBA and pass through entity for Savvy Wealth clients - One-time general retirement plan consulting and/or participant education projects; 30 hr/week; 30 hr/trading; retirement plan consulting firm that helps organizations design, manage, and optimize retirement plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-04 |
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