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Detailed Report
ALAN EDWARD MARSH
CRD#: 6051849
IA
Investment Adviser
B
Broker
AMUNI FINANCIAL, INC.CRD#: 8365 720 SECOND AVE S
ST PETERSBURG, FL 33701
Registration History
20122014201620182020202220242026IAAMUNI FINANCIAL, INC. (CRD# 8365)2017 - Present (8 years)BAMUNI FINANCIAL, INC. (CRD# 8365)2012 - Present (12 years)
License(s)

State Registrations

B
Alabama 6/1/2017
B
Michigan 1/4/2016
B
Arizona 1/2/2014
B
Minnesota 11/8/2021
B
California 2/25/2013
B
New Jersey 6/16/2014
B
Colorado 3/3/2014
B
New York 4/1/2013
B
Connecticut 1/4/2016
B
North Carolina 12/4/2012
B
Delaware 4/13/2023
B
Ohio 6/16/2014
B
Florida 4/26/2012
B
Oklahoma 5/4/2021
IA
Florida 1/23/2017
B
Pennsylvania 1/2/2014
B
Georgia 12/4/2012
B
Puerto Rico 1/28/2019
IA
Georgia 11/3/2020
B
Rhode Island 8/24/2021
B
Idaho 1/2/2013
B
South Carolina 1/2/2014
B
Illinois 6/16/2014
B
South Dakota 1/3/2017
B
Indiana 10/21/2016
B
Tennessee 2/25/2016
B
Kansas 1/3/2017
B
Texas 6/16/2014
B
Kentucky 1/4/2016
B
Vermont 7/21/2015
B
Louisiana 11/5/2019
B
Virginia 6/16/2014
IA
Louisiana 2/10/2020
B
Washington 4/20/2018
B
Maryland 4/26/2023
B
West Virginia 6/16/2014
IA
Maryland 4/26/2023
B
Wisconsin 1/4/2016
B
Massachusetts 1/4/2016
B
Wyoming 1/3/2017

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered representatives

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMUNI FINANCIAL, INC. (CRD#:8365)
720 SECOND AVE S, ST PETERSBURG, FL 33701
Registered with this firm since 1/23/2017
B
AMUNI FINANCIAL, INC. (CRD#:8365)
720 SECOND AVE S, ST PETERSBURG, FL 33701
Registered with this firm since 4/26/2012
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.