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Gyasi Marshall

401K Generation

Altamonte Springs,, FL

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Current Employers
401K Generation

237 S Westmonte Drive Suite 300, Altamonte Springs,, FL 32714 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-03-07
  • FL RA
    APPROVED
    Since 2017-03-07

Branch Locations

237 S Westmonte Drive Suite 300, Altamonte Springs,, FL 32714 • 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
Pfs Investments Inc. Orlando FL 06/2015 12/2016
Primerica Financial Services Orlando FL 08/2014 12/2016
University Of Central Florida Orlando FL 06/2011 05/2017
401K Generation, Inc Altamonte Springs FL 09/2016 Present
  • 06/2015 → 12/2016
    Pfs Investments Inc.
    Orlando, FL
  • 08/2014 → 12/2016
    Primerica Financial Services
    Orlando, FL
  • 06/2011 → 05/2017
    University Of Central Florida
    Orlando, FL
  • 09/2016 → Present
    401K Generation, Inc
    Altamonte Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-30
  • S65 Uniform Investment Adviser Law Examination
    2017-01-30

View on SEC IAPD

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Other Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
AMERITAS ADVISORY SERVICES, LLC · Altamonte Springs, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
CETERA INVESTMENT ADVISERS LLC · ALTAMONTE SPRINGS, FL
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