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333 Tamiami Trail S Suite 221, Venice, FL 34285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-29 |
Branch Locations
333 Tamiami Trail S Suite 221, Venice, FL 34285 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation` | Fort Mitchell | KY | 07/2008 | 09/2022 |
| Lincoln Financial Securities Coporation | Venice | FL | 08/2020 | 09/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2022 | 12/2023 |
| Dg Advisors | Venice | FL | 08/2004 | Present |
| Dg Wealth | Venice | FL | 04/2023 | Present |
1) MARSHALL FINANCIAL LLC DBA DG ADVISORS; INVESTMENT RELATED: YES; 333 S TAMIAMI TRL, SUITE 279 VENICE, FL 34285; INSURANCE; OWNER; JANUARY 2008; 20 HRS/MO; 20HRS/MO DURING SECURITY TRADING HOURS; OFFERS ACCIDENT & HEALTH INSURANCE, LONG TERM CARE, DISABILITY INSURANCE, FIXED AND INDEXED ANNUITIES, LIFE SETTLEMENTS, & TRADITIONAL LIFE INSURANCE. 2) DG INSURANCE; INVESTMENT RELATED: YES; 211 GRANDVIEW DR. STE 230, FT. MITCHELL, KY 41017; INSURANCE; PARTNER; SEPTEMBER 2019; 2HRS/MO; 2HRS/MO DURING SECURITY TRADING HOURS; TRADITIONAL HEALTH INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-22 |
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