Antonio Marquez has been an investment adviser representative at Greenup Street Wealth Management since November 2021, and is not listed among the firm’s executive officers or direct owners.
Greenup Street Wealth Management LLC is an Overland Park, KS firm with $900M under management, 973 clients and 18 advisers across 3 offices, as of its April 2026 filing.
Antonio Marquez’s longest registration is the current one, 4 years at Greenup Street Wealth Management since 2021. Before joining Greenup Street Wealth Management in 2021, Antonio Marquez was registered through American Century Investments Private Client Group, Inc.
- – present · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 311391
- American Century Investments Private Client Group, Inc.– · 3 yearsKansas City, MO · Adviser representative · Firm CRD 290043
Investment adviser representative registrations
Antonio Marquez is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is Texas, in September 2022.
- KansasSince 8 November 2021
- TexasSince 22 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 2018 |
| Series 7 | General Securities Representative Examination | 19 December 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 April 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Antonio Allen Marquez
- CRD
- 6456742
- Firm
- Greenup Street Wealth Management · CRD 311391
- Office
- 7300 W 110th St, Suite 700, Overland Park, KS 66210
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Antonio Marquez work?
Antonio Marquez is an investment adviser representative registered through Greenup Street Wealth Management LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Antonio Marquez a financial advisor?
Yes. Antonio Marquez has a current investment-adviser registration in Kansas and Texas, through Greenup Street Wealth Management since November 2021.
How many years of experience does Antonio Marquez have?
Antonio Marquez has 11 years in the financial industry, since April 2015, across 2 adviser firms.
What exams has Antonio Marquez passed?
Antonio Marquez has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in April 2015. FINRA credited Antonio Marquez with the SIE, which began in October 2018.
Where is Antonio Marquez based?
Antonio Marquez’s registered office is in Overland Park, KS.
Is Antonio Marquez registered with FINRA?
No. Antonio Marquez has no current broker registration.
How can I verify Antonio Marquez’s record?
Search CRD 6456742 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Antonio Marquez’s full registration record.
