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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-03 |
| GA | RA | APPROVED | 2007-10-15 |
Branch Locations
3580 Habersham At Northlake, Tucker, GA 30084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Atlanta | GA | 01/2001 | Present |
| Timothy Martin & Associates | Decatur | GA | 05/2008 | 09/2016 |
| Timothy Martin & Associates Wealth Strategies | Decatur | GA | 09/2016 | 04/2017 |
| Tim Martin Wealth Strategies, Llc | Decatur | GA | 05/2017 | Present |
| Mahoney Financial Organization, Llc | Decatur | GA | 09/2018 | 06/2022 |
[Decatur Rotary Club; Rotary club meets once a week for lunch and once a month for board meetings; Decatur Rotary Club PO Box 845 Decatur GA 30031; Start Date 01/2016; Role/Title: Director; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF TIM MARTIN WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DECATUR, GA; START DATE: 05/2017] [Oxford College of Emory University Alumni Board; Alumni Board; 110 Few Circle, Oxford, GA 30054; Start Date 02/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Plan class reunions, alumni giving awareness] [DeKalb Library Foundation; Support the DeKalb Public Library with funds that tax dollars cannot provide; 3560 Kensington Rd, Decatur, GA 30032; Start Date 02/2019; Role/Title: President 2024-2025; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Help awareness, promote the library, help with fundraising events] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1435-B McLendon Dr, Decatur, GA 30033; Start Date 11/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Rental Property; Purchasing an office building and set up a LLC with a business partner for ownership. Move my office there and rent space to cover expenses. Possible that one of the persons that would rent could be a NYL client or Agent.; 914 Church St, Decatur, GA 30030; Start Date 10/2021; Role/Title: Partner; Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [Decatur Rotary Foundation; Foundation for the Decatur Rotary Club benefiting the surrounding community; PO Box 845, Decatur, GA 30031; Start Date 07/2022; Role/Title: Treasurer; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; treasurer][Druid Hills Golf Club Finance Committee; Private non-profit golf and country club; 740 Clifton Rd NE, Atlanta, GA 30307; Start Date 07/2025; Role/Title: Finance committee member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Advise the board, officers, and general manager on accounting and expenses by committee][Martin Wealth Strategies, LLC; Purchase office condo for my business; 3580 Habersham At Northlake, Tucker, GA 30084; Start Date 11/2025; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [NAIFA Georgia; Director, NAIFA empowers financial professionals and consumers through world-class advocacy and education.; 241 West Wieuca Rd NE Atlanta, GA 30342; Start Date 08/2026; Role/Title: Director; Investment Related; 4 hours per month; 4 hours per month during securities trading hours; Encourage participation and communicate information]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-10 |
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