Robert Preston Martin

Current Employers

Employment History

• 01/2013 → 07/2019
  Raymond James Financial Services, Inc.
  Henrico, VA
• 01/2013 → 07/2019
  Raymond James Financial Services Advisors Inc.
  Henrico, VA
• 08/2014 → 07/2019
  Union First Market Bank
  Henrico, VA
• 07/2015 → 07/2019
  Virginia Bankers Association--Trust & Wealth Management Committe
  Glenn Allen, VA
• 12/2012 → 07/2019
  Union Bank & Trust
  Henrico, VA
• 09/2016 → 08/2019
  Union Insurance Group
  Henrico, VA
• 09/2016 → 07/2019
  Old Dominion Capital Management, Inc
  Henrico, VA
• 08/2012 → Present
  Dixon, Hubard, Feinour & Brown, Inc.
  Roanoke, VA
• 07/2022 → Present
  Cary Street Partners Investment Advisory
  Richmond, VA

Previous Registrations

• 2019-10-17 → 2022-08-29
  Dixon, Hubard, Feinour & Brown, Inc.
  Richmond, VA
• 2013-01-15 → 2019-08-02
  Raymond James Financial Services Advisors, Inc
  Richmond, VA
  Henrico, VA
• 2003-05-27 → 2012-11-19
  Truist Investment Services, Inc.
  Roanoke, VA
  Roanoke, VA
  Roanoke, VA
  Martinsville, VA
  Roanoke, VA
  Roanoke, VA
  Salem, VA
  Roanoke, VA
  Martinsville, VA
  Roanoke, VA
  Roanoke, VA

Other Businesses

1) Name: Second Presbyterian Church, Investment-related: yes, Address: 214 Mountain Ave. Roanoke, VA 24016, Nature: Presbyterian Church, Position: Vice Treasurer, Start Date: 2023-07-03, Hrs/month: 2 hrs, Hrs/month - trading: 0 hrs, Duties: uncompensated position, a session member for local church 2) Name: Client Revocable Declaration of Trust Amended and Restated May 22, 2018, Investment Related: Yes, 3574 Peakwood Drive Roanoke, VA 24014, Business Nature: Client, Position: Co-Trustee, Start: 2022-02-08, Hrs Per Month: 0, Hrs Per Month Trading: 1, Compensation Type: No Compensation, Business Description: Co-Trustee of trust for client under certain circumstances 3) Name: Trustee for Client, Investment Related: Yes, 1551 Pipers Lane Buchanan, VA 24066, Business Nature: Client, Position: Trustee, Start: 2021-08-03, Hrs Per Month: 0, Hrs Per Month Trading: 1, Compensation Type: Commission, Business Duty Description: Would act as Trustee of trust accounts in the event of client's death 4) Name: Martin Lake Property-VRBO; Investment Related: Yes; Address: 850 Gangplank Road, #317 Moneta, VA 24121; Nature: Rental property; Position: Owner; Start: 2023-07-03; Hrs per month: 120; Hrs per month trading: 0; Compensation Type: other; Description: We own a condominium at Smith Mountain Lake and intend to periodically rent the property and receive income. The income estimate assumes about 5 or 6 rentals throughout the year and would be approximately $10,000 to $12,000 per year. I need approval to proceed. Thank you Other Business Name: Roanoke Round Table Address:3205 Avenham Avenue, Roanoke, VA 24014-1370 Investment-Related?No Nature of the Other Business:Trade Association Postion at Other Business:Secretary Title at Other Business:Secretary Relationship with Other BusinessNo Start Date of your Relationship:2/5/2025-2/5/2026 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:No Approximate Hours/Month devoted to other business:4 Number of Hours devoted to other business during securities trading hours:1 Will you be compensated for the OBA?:No Description of duties related to other Business:keep track of members; prepare agenda for each meeting; coordinate new member invitations, etc. This entity is solely together to provide education and information to its members are community business activities. It has no compensation for officers, no website, and no business address.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-23

Other Names

• Bob Martin
• Robert Preston Martin