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Erik Marsh

Level Up Wealth Management

Tampa, FL

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Current Employers
Level Up Wealth Management

Tampa, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-12
  • FL RA
    APPROVED
    Since 2025-11-12

Branch Locations

Tampa, FL • 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
Level Up Wealth Management Llc Tampa FL 09/2025 Present
Trivium Life Services Council Bluffs IA 10/2021 Present
Trivium Life Services Council Bluffs IA 07/2023 01/2025
Continuum Cloud (Formerly Datis Hr Cloud) Tampa FL 12/2020 07/2021
Datis Hr Cloud Tampa FL 05/2014 12/2020
  • 09/2025 → Present
    Level Up Wealth Management Llc
    Tampa, FL
  • 10/2021 → Present
    Trivium Life Services
    Council Bluffs, IA
  • 07/2023 → 01/2025
    Trivium Life Services
    Council Bluffs, IA
  • 12/2020 → 07/2021
    Continuum Cloud (Formerly Datis Hr Cloud)
    Tampa, FL
  • 05/2014 → 12/2020
    Datis Hr Cloud
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-07
  • S65 Uniform Investment Adviser Law Examination
    2025-10-07

View on SEC IAPD

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