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Advisor at THE MARSHALL FINANCIAL GROUP LLC
HUNT VALLEY, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE MARSHALL FINANCIAL GROUP LLC | Independent wealth | Dec 26, 2025 | n/a | yes | HUNT VALLEY, MD | Current employment |
| BMORE FINANCIALLY FIT | n/a | Nov 20, 2023 | Dec 31, 2025 | no | BALTIMORE, MD | Previous registration |
| YFP WEALTH | Independent wealth | Feb 4, 2021 | Sep 3, 2021 | no | NEW ALBANY, OH|Baltimore, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BMORE FINANCIALLY FIT | THE MARSHALL FINANCIAL GROUP LLC | Dec 31, 2025 | Dec 26, 2025 | -5 | Firm change | Other |
| YFP WEALTH | BMORE FINANCIALLY FIT | Sep 3, 2021 | Nov 20, 2023 | 808 | Firm change after gap | Other |