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Levi Jacob Marsh

Fisher Investments

Plano, TX

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-11
  • TX RA
    APPROVED
    Since 2022-05-11

Branch Locations

6500 International Parkway, Plano, TX 75903 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Edward Jones St Louis MO 04/2018 03/2022
Unifirst Normal IL 03/2017 04/2018
Alluvian Peoria IL 03/2016 03/2017
Fisher Investments Plano TX 05/2022 Present
  • 04/2018 → 03/2022
    St Louis, MO
  • 03/2017 → 04/2018
    Unifirst
    Normal, IL
  • 03/2016 → 03/2017
    Alluvian
    Peoria, IL
  • 05/2022 → Present
    Plano, TX
Previous Registrations
  • 2018-11-23 → 2022-03-31
    Champaign, IL
    St Louis, MO
    Urbana, IL
    Champaign, IL
Other Businesses

the name of the other business; Mental Health in Business whether the business is investment-related; No the address of the other business; Dallas, TX the nature of the other business; Mental and physical coaching for professionals (no sales coaching) your position; Founder, Operator title, or relationship with the other business; Founder, Operator the start date of your relationship; 04/14/23 the approximate number of hours/month you devote to the other business; 6 - 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; - Create content on mental and physical habits (e.i. deep breathing, cardio, weightlifting, stretching, journaling, benefits of community or good friends, journaling, meditating, counseling, etc) - Provide science-backed research on why habits are beneficial - Coach on how stress, diet or mindset affect mental health - Share my own story of success in the midst of a near fatal car accident, mental health challenges (anxiety, depression)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-21
  • S66 Uniform Combined State Law Examination
    2018-11-21

View on SEC IAPD

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