# MARSHALL REED LOHRENZ

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2020-10-12 | present | Yes |
| [ENTRUST WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/310028) | 2020-09-17 | 2020-10-21 | — |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2013-01-07 | 2020-09-25 | — |
| [CENTAURUS FINANCIAL, INC.](https://search.stillhousedata.com/firm/30833) | 2007-08-08 | 2012-12-31 | — |
| [BROOKSTREET SECURITIES CORPORATION](https://search.stillhousedata.com/firm/14667) | 2005-03-01 | 2007-07-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4178635)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4178635.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.