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Current Employers
Greenup Street Wealth Management Llc

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-22
KS RA APPROVED 2021-11-08
  • TX RA
    APPROVED
    Since 2022-09-22
  • KS RA
    APPROVED
    Since 2021-11-08

Branch Locations

7300 W 110Th St Suite 700, Overland Park, KS 66210 • United States

7300 W 110Th Street Suite 700, Overland Park, KS 66210 • 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
American Century Investment Services, Inc. Kansas City MO 03/2015 10/2021
Greenup Street Wealth Management Llc Overland Park KS 10/2021 Present
Greenup Wealth Management Overland Park KS 10/2021 Present
  • 03/2015 → 10/2021
    American Century Investment Services, Inc.
    Kansas City, MO
  • 10/2021 → Present
    Overland Park, KS
  • 10/2021 → Present
    Greenup Wealth Management
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-20
S63 Uniform Securities Agent State Law Examination 2015-04-10
  • S65 Uniform Investment Adviser Law Examination
    2018-04-20
  • S63 Uniform Securities Agent State Law Examination
    2015-04-10
Designations
Other Names
  • Tony Allen Marquez
  • Antonio A Marquez
  • Tony A Marquez
  • Tony Marquez
  • Tony Marquez
  • Antonio Allen Marquez

View on SEC IAPD

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