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Current Employers
Marshall Investment Management, Llc

5251 Dtc Parkway Suite 1185, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-02
  • CO RA
    APPROVED
    Since 2025-01-02

Branch Locations

5251 Dtc Parkway Suite 1185, Greenwood Village, CO 80111 • United States

8191 Southpark Lane Suite 110, Littleton, CO 80120 • 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
Chick-Fil-A Highlands Ranch CO 06/2015 06/2021
Ambulnz Greenwood Village CO 09/2021 12/2021
Empower Retirement Greenwood Village CO 06/2021 08/2022
Metropolitan State University Of Denver Denver CO 05/2016 12/2021
Lpl Financial Llc Littleton CO 02/2023 Present
Marshall Investment Management, Llc Littleton CO 05/2023 Present
Pindustry Greenwood Village CO 08/2022 Present
  • 06/2015 → 06/2021
    Chick-Fil-A
    Highlands Ranch, CO
  • 09/2021 → 12/2021
    Ambulnz
    Greenwood Village, CO
  • 06/2021 → 08/2022
    Empower Retirement
    Greenwood Village, CO
  • 05/2016 → 12/2021
    Metropolitan State University Of Denver
    Denver, CO
  • 02/2023 → Present
    Lpl Financial Llc
    Littleton, CO
  • 05/2023 → Present
    Littleton, CO
  • 08/2022 → Present
    Pindustry
    Greenwood Village, CO
Other Businesses

1- 06/22/2023 - Kirsch Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/05/2023 - 160 Hours Per Month/ 130 Hours During Securities Trading 2- 06/23/2023 - Marshall Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 06/07/2023 - 160 Hours Per Month/ 130 Hours During Securities Trading - I provide investment advisory services through Marshall Investment Management LLC, an independent investment advisor firm. I started this business activity in 6/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.03/04/2025- Recreational Equipment Incorporated- Outside/W-2 Employment- Not INV Related- At Denver CO- Start date 02/24/2025- 20 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-15
  • S66 Uniform Combined State Law Examination
    2023-05-15

View on SEC IAPD

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