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5251 Dtc Parkway Suite 1185, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
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