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.

Current firm

THE MARSHALL FINANCIAL GROUP LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

18derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

4

Exams

S66

First exam

Dec 5, 2005

First registration

Dec 15, 2005

Dual registered

yes, broker-dealer

Other names

PETER A MARSHALL

IAPD individual key

4165191

• Occurred

  Jan 23, 2024
  Advisor departed, no destination yet

  Peter Andrew Marshall no longer registered at American Financial Management, Ltd.; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:79d6a9f6-3a22-d991-07bb-1c0927f10dbb

First observed

Dec 15, 2005

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.