MARTY LEE SHOBERT is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with BERNARDI ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BERNARDI ASSET MANAGEMENT, LLC | 2017-02-01 | present | Yes |
| TANGLEWOOD TAX & INVESTMENTS | 2015-08-14 | 2016-12-31 | — |
| IFOCUS FINANCIAL, LLC | 2013-06-18 | 2013-11-04 | — |
| MLS INVESTMENT MANAGEMENT | 2003-01-29 | 2007-12-31 | — |