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10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-10-25 |
Branch Locations
10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564 • United States
10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2002-03-12 |
Branch Locations
6700 Antioch Road Ste. 420, Merriam, KS 66204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Demarche Associates, Inc | Overland Park | KS | 12/2001 | Present |
| Endex Capital Management, Llc | Overland Park | KS | 03/1997 | Present |
| Discretionary Management Services, Inc. | Overland Park | KS | 10/2011 | Present |
| Demarche Associates Inc. | Merriam | KS | 08/2012 | Present |
| Endex Capital Management, Llc | Merriam | KS | 07/2015 | Present |
Mr. Timothy Marchesi is a co-trustee of The Robert F. Marchesi Family Trust ("the Trust"). The Trust has interests in three investment-related entities: DeMarche Associates (CRD 105500), Discretionary Management Services (CRD 145851), and Kansas City Brokerage (CRD 32383). Mr. Marchesi is a co-trustee of these three firms. Kansas City Brokerage is in the process of dissolution and applied with FINRA for brokerage withdrawal on 10/08/2019. Further, Mr. Marchesi is a direct owner of ENDEX Capital Management (CRD 109541).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-01 |
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