MARSHALL REED LOHRENZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2020-10-12 | present | Yes |
| ENTRUST WEALTH MANAGEMENT | 2020-09-17 | 2020-10-21 | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 2013-01-07 | 2020-09-25 | — |
| CENTAURUS FINANCIAL, INC. | 2007-08-08 | 2012-12-31 | — |
| BROOKSTREET SECURITIES CORPORATION | 2005-03-01 | 2007-07-18 | — |