# CYNTHIA MARSHALL DERSO

CYNTHIA MARSHALL DERSO is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with PROACTIVE WEALTH STRATEGIES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PROACTIVE WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/318872) | 2022-04-20 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-02-14 | 2022-06-29 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2011-05-18 | 2018-02-20 | — |
| [PROACTIVE WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/142646) | 2010-01-15 | 2011-07-06 | — |
| [PROACTIVE WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/142646) | 2007-08-09 | 2009-12-31 | — |
| [TRIAD ADVISORS LLC](https://search.stillhousedata.com/firm/25803) | 2007-03-13 | 2007-08-21 | — |
| [1717 CAPITAL MANAGEMENT COMPANY](https://search.stillhousedata.com/firm/4082) | 2006-03-13 | 2007-03-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4146436)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4146436.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.