Marshall Reed Lohrenz

Current Employers

Employment History

• 01/2013 → 08/2020
  Independent Financial Group, Llc
  Yuma, AZ
• 08/2020 → 10/2020
  Entrust Financial Partners, Llc
  Yuma, AZ
• 10/2006 → Present
  Central Church Of Christ
  Yuma, AZ
• 10/2020 → Present
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 06/2000 → Present
  Marshall Reed Lohrenz
  Yuma, AZ
• 03/2016 → Present
  Estatedocs Pro
  Yuma, AZ
• 01/2023 → 05/2024
  Reed Lohrenz
  Yuma, AZ

Previous Registrations

• 2020-09-17 → 2020-10-21
  Entrust Wealth Management
  Yuma, AZ
• 2013-01-07 → 2020-09-25
  Independent Financial Group, Llc
  Yuma, AZ
• 2007-08-08 → 2012-12-31
  Centaurus Financial, Inc.
  Phoenix, AZ
  Yuma, AZ
• 2005-03-01 → 2007-07-18
  Brookstreet Securities Corporation
  Yuma, AZ
  Yuma, AZ

Other Businesses

1.) MARSHALL REED LOHRENZ - INSURANCE AGENT/BROKER - NON-VARIABLE INSURANCE - YUMA, AZ - SINCE 06/2000 - INVESTMENT RELATED 2.) ESTATEDOCS PRO - REFERRAL PARTNER - ESTATE PLANNING - YUMA, AZ - SINCE 03/2016 - NOT INVESTMENT RELATED 3.) SOCIETY FOR FINANCIAL AWARENESS - NON-PAID REPRESENTATIVE - NON-PROFIT EDUCATIONAL SEMINARS - YUMA, AZ - SINCE 08/2017 - INVESTMENT RELATED 4.) ENTRUST WEALTH MANAGEMENT - CO-FOUNDER, MANAGING PARTNER, PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - YUMA, AZ - SINCE 01/2013 - INVESTMENT RELATED 5.) MARSHALL REED LOHRENZ - NOTARY - NOTARY - YUMA, AZ - SINCE 01/2020 - NOT INVESTMENT RELATED 6.) CENTRAL CHURCH OF CHRIST - MINISTER - CHURCH - YUMA, AZ - SINCE 10/2006 - NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-10
• S63 Uniform Securities Agent State Law Examination
  2000-06-21

Other Names

• Reed Lohrenz