Lucas James Lancaster Marsh

Current Employers

Engineered Wealth Management Llc

Avondale Estates, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-10-24

GA RA
APPROVED

Since 2025-10-24

Branch Locations

Avondale Estates, GA • 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

Organization	City	State	From	To
Veterans Health Administration, Department Of Veteran Affairs	Duluth	GA	11/2009	Present
Engineered Wealth Management Llc	Avondale Estates	GA	09/2025	Present

11/2009 → Present

Veterans Health Administration, Department Of Veteran Affairs

Duluth, GA
09/2025 → Present

Engineered Wealth Management Llc

Avondale Estates, GA

Other Businesses

1) Veterans Health Administration, Department of Veteran Affairs; Not investment-related; 3700 Crestwood Parkway, Suite 220, Duluth, GA. 30096; Federal healthcare provider / governmental authority; Biomedical Engineer; Full-time position. 2) Intown Financial Services; Not investment-related; 936 Boulevard SE, Atlanta, GA. 30312; Tax and accounting; Consultant; Start date: 08/2025; 5% of time per month. 3) Georgia Biomedical Instrumentation Society; Not investment-related; Atlanta, GA. 30321; Charitable organization; Board Member, Treasurer; Start date: 03/2024; Less than 5% of time per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-16

S65 Uniform Investment Adviser Law Examination

2025-07-16