Brian Eugene Martin

Current Employers

Strategic Wealth Partners, Ltd.

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2024-05-31
IN	RA	APPROVED	2023-09-29

NE RA
APPROVED

Since 2024-05-31
IN RA
APPROVED

Since 2023-09-29

Branch Locations

Indianapolis, IN • United States

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Securities America Inc	Indianapolis	IN	12/2015	09/2023
Securities America Advisors	Indianapolis	IN	12/2015	09/2023
Strategic Wealth Partners Ltd	Indianapolis	IN	09/2023	Present

12/2015 → 09/2023

Securities America Inc

Indianapolis, IN
12/2015 → 09/2023

Securities America Advisors

Indianapolis, IN
09/2023 → Present

Strategic Wealth Partners Ltd

Indianapolis, IN

Previous Registrations

2015-12-14 → 2023-09-21

Securities America Advisors, Inc.

Indianapolis, IN
2015-10-27 → 2015-12-11

Cfg Wealth Management Services Inc

Indianapolis, IN
2004-10-01 → 2015-07-06

1St Global Advisors Inc

Indianapolis, IN
2001-02-01 → 2004-10-14

Osaic Fa, Inc.

Indianapolis, IN

Other Businesses

***CAMBRIDGE FINANCIAL CONSULTANTS, LLC - DBA Position: Advisor - Nature: Life insurance and annuity sales - Investment Related: No - Hours: 10 - Securities Trading Hours: 5 - Start Date: 9/2015 - Address: 8334 Carefree Cir, Indianapolis IN 46236 ***CAMBRIDGE FINANCIAL CONSULTANTS, LLC POSITION: Owner/advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2015 ADDRESS: 8334 Carefree Circle, Indianapolis IN 46236 DESCRIPTION: I attempt to engage retirees and pre-retirees in comprehensive financial planning and investment management. I design an overall investment strategy rooted in macroeconomic thought juxtaposed alongside my client's experiences, preferences and goals, complemented by carefully selected investment vehicles. I then monitor the successes and opportunities therein.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1988-09-26

S63 Uniform Securities Agent State Law Examination

1988-09-26

Designations

View on SEC IAPD