Marlin Stovesand has been an investment adviser representative at Platform Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Platform Wealth Management, LLC is a Holladay, UT firm with $509M under management, 270 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Marlin Stovesand’s longest registration was 6 years at Walpole Financial Advisors, LLC (2017–2024). Before joining Platform Wealth Management in 2024, Marlin Stovesand was registered through Walpole Financial Advisors, LLC.
- Platform Wealth AdvisorsCurrent– present · 2 yearsGoleta, CA · Adviser representative · Firm CRD 329313
- Walpole Financial Advisors, LLC– · 6 yearsGoleta, CA · Adviser representative · Firm CRD 135834
Investment adviser representative registrations
Marlin Stovesand is registered as an investment adviser representative in 2 states. Each was approved in April 2024.
- CaliforniaSince 8 April 2024
- TexasSince 8 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Marlin Bryce Stovesand
- CRD
- 6704432
- Firm
- Platform Wealth Management · CRD 329313
- Office
- 70 SANTA FELICIA DRIVE, Goleta, CA 93117
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Marlin Stovesand work?
Marlin Stovesand is an investment adviser representative registered through Platform Wealth Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Marlin Stovesand a financial advisor?
Yes. Marlin Stovesand has a current investment-adviser registration in California and Texas, through Platform Wealth Management since April 2024.
How many years of experience does Marlin Stovesand have?
Marlin Stovesand has 9 years in the financial industry, since June 2017, across 2 adviser firms.
What exams has Marlin Stovesand passed?
Marlin Stovesand has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2016. FINRA credited Marlin Stovesand with the SIE, which began in October 2018.
Where did Marlin Stovesand work before Platform Wealth Management?
Before Platform Wealth Management, Marlin Stovesand was registered through Walpole Financial Advisors, LLC, September 2017 to April 2024.
Where is Marlin Stovesand based?
Marlin Stovesand’s registered office is in Goleta, CA.
Is Marlin Stovesand registered with FINRA?
No. Marlin Stovesand has no current broker registration.
How can I verify Marlin Stovesand’s record?
Search CRD 6704432 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marlin Stovesand’s full registration record.