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5251 Dtc Parkway Suite 1185, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-25 |
| CO | RA | APPROVED | 2020-05-27 |
Branch Locations
8191 Southpark Lane #110, Littleton, CO 80120 • United States
5251 Dtc Parkway Suite 1185, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Littleton | CO | 07/2013 | 05/2020 |
| Raymond James Financial Services Advisors Inc. | Littleton | CO | 07/2013 | 05/2020 |
| Lpl Financial, Llc | Littleton | CO | 05/2020 | Present |
| Marshall Investment Management, Llc | Littleton | CO | 05/2020 | Present |
1. 01/01/2005 - KIRSCH PROPERTIES, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ LITTLETON, CO 2. 5/27/2020 - Kirsch Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2015 - 40 Hours Per Month. 3. 6/3/2020 - Marshall Investment Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 5/26/2020 - 152 Hours Per Month/Time Spent 95% - I provide investment advisory services through Marshall Investment Management, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 152 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. 4. 11/6/2020 - Insurance Specialists of Colorado, Inc. DBA Kirsch Insurance Specialists - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Client Service Manager - Started 07/01/2013 - 165 Hours Per Month/40 Hours During Securities Trading - Manage agency, provide recommendations to consumers, sell various insurance products. 5. 02/14/2022 - No Business Name - Not Investment Related - Location: Various - Other-Music Performer - Musician - Start Date: 02/07/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 6. 09/11/2025- Insurance Specialists of Colorado, Inc. DBA Kirsch Insurance Specialists-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 07/01/2013- 10 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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