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511 East John Carpenter Freeway Suite 500, Las Colinas, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
1489 W Warm Springs Rd Suite 110, Henderson, NV 89014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan D. Marshall Insurance Services | Laguna Niguel | CA | 06/2007 | 10/2020 |
| Susan D. Marshall | Henderson | NV | 10/2020 | Present |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | Present |
| Center Street Advisors, Inc. | Nashville | TN | 10/2020 | 06/2023 |
Susan D. Marshall, Insurance Agent, not investment-related. 1489 W. Warm Springs R , Henderson, NV 89014. Owner / Producer / Agent. 40 hours a week. 10/2020 start date. Forward Advisors LLC: investment related; Henderson, NV; IAR; 100 hrs/mth; Start Date 08/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-07 |
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