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Myrtle Beach, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshall Financial, Llc | Myrtle Beach | SC | 09/2024 | Present |
| Self Employed Independent Insurance Agent | Myrtle Beach | SC | 09/2021 | Present |
| American Red Cross | Myrtle Bwach | SC | 03/2019 | 08/2021 |
| Luomo Creatives | Myrtle Beach | SC | 05/2018 | 02/2019 |
| Active Day | Myrtle Beach | SC | 05/2017 | 05/2018 |
| Self Employed | Los Angeles | CA | 09/2014 | 05/2017 |
Independent insurance agent doing business under the name Marshall Financial at the Investment Adviser's office location. The time spent on this activity may vary throughout the year and at times may account for approximately 30% of the registrant's time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-13 |
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