David Gary Martell

Employer firm

Navpoint Financial, Inc. CRD 109432

$752M regulatory AUM 6 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
FINANCIAL & BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Navpoint Financial, Inc.

16180 Hastings Ave Se Suite 301, Prior Lake, MN 55372 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-04-17
AZ	RA	APPROVED	2015-12-24
TX	RA	APPROVED_RES	2015-09-25
MN	RA	APPROVED	2014-01-15

PA RA
APPROVED

Since 2018-04-17
AZ RA
APPROVED

Since 2015-12-24
TX RA
APPROVED_RES

Since 2015-09-25
MN RA
APPROVED

Since 2014-01-15

Branch Locations

16180 Hastings Ave Se Suite 301, Prior Lake, MN 55372 • 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

Organization	City	State	From	To
Navpoint Financial	Prior Lake	MN	04/1998	Present

04/1998 → Present

Navpoint Financial

Prior Lake, MN

Other Businesses

PRESIDENT, CEO - NAVPOINT FINANCIAL, INC.; Member of Planning Commission; City of Credit River. Is the business investment related: No; Responsibilities/Duties: The Planning Commission advises the City Council on land use policies and plans and makes recommendations to the City Council related to development activities; Start date: 2024-03-21; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0%.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-11-23
S63	Uniform Securities Agent State Law Examination	1996-12-10

S65 Uniform Investment Adviser Law Examination

1999-11-23
S63 Uniform Securities Agent State Law Examination

1996-12-10

View on SEC IAPD