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Current Employers
Abundance Wealth Counselors, Llc

232 Regent Court, State College, PA 16801 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-08-03
  • PA RA
    APPROVED
    Since 2022-08-03

Branch Locations

232 Regent Court, State College, PA 16801 • United States

Avail Investment Partners, Llc

801-1 Pike Street, Lemont, PA 16851 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-11-22
PA RA APPROVED 2021-10-08
  • MA RA
    APPROVED
    Since 2021-11-22
  • PA RA
    APPROVED
    Since 2021-10-08

Branch Locations

801-1 Pike Street, Lemont, PA 16851 • United States

Investment Research Partners

801-1 Pike Street, Lemont, PA 16851 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-06-24
  • PA RA
    APPROVED
    Since 2019-06-24

Branch Locations

801-1 Pike Street, Lemont, PA 16851 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eventide Asset Management Boston MA 01/2015 05/2019
Investment Research Partners Lemont PA 06/2019 Present
Avail Investment Partners, Llc Lemont PA 09/2021 Present
Abundance Wealth Counselors State College PA 08/2022 Present
Previous Registrations
Other Businesses

1620 Investment Advisors, Inc. 36 Cordage Park Circle, Suite 222, Plymouth, MA 02360 Passive owner (7%) through prior employment. Not active in business since 2006. CFA Institute 915 E. High Street, Charlottesville, VA 22902 Engaged in consulting related to CFA examination process, remote writing of questions and two in person team meetings per year. Started 2012. Causeway Properties, LLC 416 Nimitz Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 04/2014. ClearWater Conservancy 2555 North Atherton Street, State College, PA 16803 Volunteer, sit on Finance and Investment Committee for local environmental non-profit, participate in monthly meetings, review and evaluate budgetary and financial information, approve and monitor investment manager Started - 01/2015. Mt Nittany Properties, LLC 416 Nimitz Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 12/2017. West Nittany Group, LLC 126 East Foster Avenue, State College, PA 16801 Member, real estate investment partnership, limited involvement/time commitment. Started - 7/2018. Avail Investment Partners, LLC 801-1 Pike Street Lemont, PA 16851 Partner, IAR - 8/2021 Investment Research Partners, LLC 801-1 Pike Street Lemont, PA 16851 Partner, IAR - 6/2019

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-12
  • S66 Uniform Combined State Law Examination
    2002-02-12
Designations
Other Names
  • Martin Anthony Wildy

View on SEC IAPD

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