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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
200 Austin Hwy Suite 204, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Group, Llc Dba The Maresh Yoshida 401K Group | Austin | TX | 09/2012 | 03/2017 |
| Marcado Asset Management Llc | San Antonio | TX | 04/2017 | 08/2017 |
| Marcado Asset Management Llc | San Antonio | TX | 08/2017 | 03/2026 |
| Savvy | San Antonio | TX | 01/2026 | Present |
Marcado Asset Management LLC; Investment related; San Antonio, TX; Co-Founder / Principal; serves as the DBA and pass through entity for Savvy Wealth clients - One-time general retirement plan consulting and/or participant education projects; 40 hr/week; 40 hr/trading; retirement plan consulting firm that helps organizations design, manage, and optimize retirement plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
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