Wendell David Marshall

Current Employers

Employment History

• 02/2009 → 10/2018
  Cadaret, Grant & Co., Inc.
  Mount Dora, FL
• 12/2004 → Present
  Marshall Financial Group
  Mount Dora, FL
• 10/2018 → Present
  Lpl Financial
  Mount Dora, FL

Previous Registrations

• 2009-03-02 → 2018-10-08
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Mount Dora, FL
  Syracuse, NY
• 2005-10-31 → 2009-02-19
  Osaic Services, Inc.
  Mt Dora, FL
• 2001-11-19 → 2005-10-31
  Sunamerica Securities, Inc.
  Mount Dora, FL

Other Businesses

1) 10/5/2018 - DBA for LPL Business (entity for LPL business) - MARSHALL FINANCIAL GROUP - 100% - MOUNT DORA, FL 2) 10/5/2018 - NON-VARIABLE INSURANCE - WENDELL MARSHALL - 10% - MOUNT DORA, FL 3) 09/05/2023 - No Business Name - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - beneficiary - Start Date 05/31/2023 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-01-17
• S63 Uniform Securities Agent State Law Examination
  1993-01-19