James Marshall Mars

Current Employers

Employment History

• 09/2013 → Present
  Fuse Partners, Llc Dba Visonpoint Advisory Group
  Dallas, TX
• 10/2013 → 06/2022
  Lpl Financial Llc
  West Des Moines, IA
• 06/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-09-30 → 2023-12-31
  Balefire, Llc
  Dallas, TX
• 2013-10-02 → 2022-06-22
  Lpl Financial Llc
  West Des Moines, IA
  San Diego, CA
  Dallas, TX
• 2002-09-23 → 2013-10-02
  Securian Financial Services, Inc.
  Dallas, TX
  West Des Moines, IA
  Wes Des Moines, IA
  Plano, TX
• 1999-01-18 → 2008-07-11
  Cauldwell Financial Group Inc
  West Des Moines, IA

Other Businesses

1) Fuse Partners, LLC DBA VisonPoint Advisory Group. Investment related. At registered location. Nature - RIA. Position - CEO. Start - 10/2013. 160 hours per month, all during trading hours. Duties - CEO. 2) JAMES MARSHALL LLC. Not Investment related. Located at 4801 Alan Dale Ln., Dallas TX . Nature - LLC for personal expenses. Position - Owner. 5 hours per month, not during trading hours. Duties - This is an entity that owns my interest in VisionPoint and is a simple pass through for business related expenses personally incurred outside of VisionPoint. 3) FIXED INSURANCE. Investment related. At registered location. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 08/1987. 10 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional insurance products. 4) Lion Street Insurance. Investment related- VP Office. Nature- non-variable, fixed/traditional insurance. Position- Agent-Start 01/2019- 10 hours per month all during trading hours. Duties- sale of non-variable, fixed/traditional insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-06-13

Designations

Other Names

• Jim Mars