Best Investors Account Sign in
Inactive

Kristen Marsh

Ethos Financial Group, LLC

Plano, TX

King Of Prussia, PA

Claim This Profile
Current Employers
Ethos Financial Group, Llc

2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-22
  • TX RA
    APPROVED
    Since 2025-01-22

Branch Locations

4965 Preston Park Blvd Suite 100, Plano, TX 75093 • United States

2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406 • 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
Student Starkville MS 10/2011 05/2019
First Baptist Church Houston Houston MS 05/2019 09/2019
Chapwood Capital Investment Management, Llc Plano TX 09/2019 Present
Ethos Financial Group, Llc Plano TX 01/2025 Present
  • 10/2011 → 05/2019
    Student
    Starkville, MS
  • 05/2019 → 09/2019
    First Baptist Church Houston
    Houston, MS
  • 09/2019 → Present
    Chapwood Capital Investment Management, Llc
    Plano, TX
  • 01/2025 → Present
    Ethos Financial Group, Llc
    Plano, TX
Previous Registrations
  • 2021-11-03 → 2025-03-31
    Chapwood Capital Investment Management, Llc
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-03
  • S65 Uniform Investment Adviser Law Examination
    2021-11-03

View on SEC IAPD

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor