# MARTY LEE SHOBERT

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BERNARDI ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/120110) | 2017-02-01 | present | Yes |
| [TANGLEWOOD TAX & INVESTMENTS](https://search.stillhousedata.com/firm/277089) | 2015-08-14 | 2016-12-31 | — |
| [IFOCUS FINANCIAL, LLC](https://search.stillhousedata.com/firm/154029) | 2013-06-18 | 2013-11-04 | — |
| [MLS INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/115680) | 2003-01-29 | 2007-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1029968)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1029968.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.