Shelley Diane Martin

Current Employers

Employment History

• 12/2004 → 12/2020
  Prager Metis Cpas, Llc
  New York, NY
• 06/2016 → 01/2022
  Lpl Financial,Llc
  New York, NY
• 07/2016 → 02/2019
  Private Advisor Group, Llc
  New York, NY
• 05/2021 → 11/2022
  Pm Wealth Management, Llc
  New York, NY
• 02/2023 → Present
  Purshe Kaplan Sterling Investments
  New York, NY
• 02/2023 → Present
  Perigon Wealth Management, Llc
  New York, NY
• 02/2019 → 02/2023
  Pm Wealth Management, Llc
  New York, NY

Previous Registrations

• 2021-05-29 → 2022-12-19
  Pm Wealth Management, Llc
  New York, NY

Other Businesses

1) Ms. Martin is dually-registered with Perigon Wealth Management, LLC ("Perigon") and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Ms. Martin has served as a solicitor with Perigon since 2/2023 and as a registered representative of PKS since 2/2023. Business is conducted from 14 Penn Plaza, 18th Floor, New York, NY 10122. Approximately 20 hours per month is spent in a solicitor capacity and approximately 16 hours per month is spent in a registered representative capacity. 2) Sleo's Girls, LLC. Not investment related. 9641 Lehigh Ave, Savannah, GA 31406. Rental Properties. Member. 1/1/2011. 10 hrs/mo. <1 hrs during trading. Partnership with sister and brother to hold and tent properties in Georgia. Oversight of employed management company. 3) AM Tax services. Not investment related. 400 West End Ave., 1F, New York,NY 10024. Tax Preparation. Tax Preparer. 1/1/2020. 60/Mo. 60 hrs during trading. Preparing tax returns 4) Morris Avenue Property Owners Corp. Not investment related. c/o Leor Management Corp, 119 W. 23rd St, Ste 206, New York, NY 10011. Business entity to hold investment in 2725 Morris Avenue, Bronx, NY 10468. GeneralPartner. 6/15/1989. <1 hr/mo. <1 hr during trading. Business entity for investment purposes only. General partnership to hold investment in Morris Avenue Realty L.P. 5) Morris Avenue Realty LP. Not investment related. c/o Leor Management Corp, 119 W. 23rd St, Ste 206, New York, NY 10011. Rental property. Partner. 6/15/1989. <1hr/mo. <1 hr during trading. Partner in limited partnership to hold and rent property an 2725 Morris Avenue, Bronx, NY 10468 6) Real estate - Town House Rental. Not investment related. 14 Roundtree Circle, Savannah, Ga 31405. Rental real estate. Joint owner of property with husband. 6/1/2020. 1 hr/mo. 1 hr during trading. Collect rent and oversee management 7) Insurance. Not investment related. 14 Penn Plaza, 18th Floor, New York, NY 10122. Insurance. Agent. Start 1/2023. 2 hr/mo. 2 hr/month during trading. Sales of insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-01-25

Other Names

• Shelley Diane Dermer
• Shelley Dermer Martin
• Shelley Diane Martin