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RM

Ralph Devereux Marshall

CRD# 7267282·Registered 2020 - 2024
Previously Registered: Being a previously registered professional could mean that Ralph is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Ralph Devereux Marshall was a registered financial advisor. Ralph was a previously registered financial professional and started their career in finance 2020 - 2024. Ralph had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

6 years registered in the securities industry

Current & Past Employments

Past

MEDDENT SOLUTIONSPast·CRD# 291399
RIA
Wilmington, DE
June 18, 2020 - June 7, 2024

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Current Firm

MS
MEDDENT SOLUTIONS

HIGH SPEED ALLIANCE | MEDDENT SOLUTIONS | HIGH SPEED LLC | HIGH SPEED ALLIANCE LLC

CRD#: 291399
Alabama
Registered Investment Advisory firm - Alabama (1/24/2018 Approved)
California
Registered Investment Advisory firm - California (2/13/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (11/6/2018 Approved)
Georgia
Registered Investment Advisory firm - Georgia (8/19/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (11/4/2019 Approved)
Mississippi
Registered Investment Advisory firm - Mississippi (11/18/2022 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (10/10/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (2/29/2024 Approved)
Puerto Rico
Registered Investment Advisory firm - Puerto Rico (10/4/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (7/6/2021 Approved)
Wyoming
Registered Investment Advisory firm - Wyoming (6/3/2024 Approved)

Contact Information

Main Address

Santa Rosa Beach, FL

Mailing Address

12060 County Line Road Suite J-231, Madison, AL 35756

Phone Number

(256) 642-1230

# of Employees

5

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

115

AUM (Assets Under Management)

$28,208,085

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Extender Consulting, Wilmington, DE. Owner, consultant. Real estate investment consulting. Investment related. 50 hours per month 2)JetBlue Airways, Jamaica, NY. Airline pilot. Not investment related. 75 hours per month 3) Wilmington Financial, LLC, Wilmington, DE. Owner/member. Manages a portfolio of loans for real estate investment. Investment related, 20 hrs per month 4) MNJ Properties, LLC. Wilmington, DE. Owner/member, Real estate rentals, not investment related. 5 hrs per month 5)Extender Holdings, LLC. Wilmington, DE. Owner/Member. Holding company. Investment related. 5 hrs per month

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2020About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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