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Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-08-18
DE RA APPROVED 2023-04-25
TX RA APPROVED 2023-04-19
FL RA APPROVED 2022-04-19
SC RA APPROVED 2020-01-07
KS RA APPROVED 2006-11-08
GA RA APPROVED 2006-06-22
  • CO RA
    APPROVED
    Since 2023-08-18
  • DE RA
    APPROVED
    Since 2023-04-25
  • TX RA
    APPROVED
    Since 2023-04-19
  • FL RA
    APPROVED
    Since 2022-04-19
  • SC RA
    APPROVED
    Since 2020-01-07
  • KS RA
    APPROVED
    Since 2006-11-08
  • GA RA
    APPROVED
    Since 2006-06-22

Branch Locations

5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • 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
Guardian Life Insurance Co. Of America New York NY 08/1997 Present
Park Avenue Securities Llc New York NY 05/1999 Present
Peachtree Planning Corporation Atlanta GA 08/1997 Present
  • 08/1997 → Present
    Guardian Life Insurance Co. Of America
    New York, NY
  • 05/1999 → Present
    New York, NY
  • 08/1997 → Present
    Peachtree Planning Corporation
    Atlanta, GA
Previous Registrations
  • 2003-05-13 → 2007-12-07
    Peachtree Planning Advisors, Inc.
    Atlanta, GA
Other Businesses

1. MARTIN ROHRIG LLC-Rental real estate, Start: 07/08/1999, Address: 1251 Marietta Blvd Suite 200 Atlanta, Ga 30318, 2 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Starr Martin Holding, LLP-Real Estate Holdings, Start: 06/05/1998, Address: 1251 Marietta Blvd Suite 200 Atlanta, Ga 30318, 0 total hours per month, Investment related, No annual compensation, 3. USPPBS,LLC-Rental real estate, Start: 12/30/2019, Address: 1050 B Marietta Street Atlanta, GA 30318, Hrs per month - tot/bus: 2/1, Investment related, >10% annual compensation, 4. Subtrust FBO William H Martin Jr UA II Martin Family Trust dated June 1, 1998-I am the sole trustee and beneficiary, Start: 12/09/2020, Address: 13250 Rilman Drive Atlanta, GA 30327, 1 total hour per month; 0 during security trading hours, Investment related, No annual compensation, 5. Subtrust FBO William H Martin Jr UA II Martin Family Trust dated June 1, 1998-Trust set up to receive proceeds from parents home, Start: 11/27/2017, Address: 13250 Rilman Drive Atlanta, GA 30327, 1 total hour per month; 0 during security trading hours, Investment related, No annual compensation, 6. WHM Family Trust, Start: 12/31/2023, Address: 13250 Rilman Drive Atlanta, GA 30327, 5 total hours per month; 0 during security trading hours, Investment related, No annual compensation,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-08
S63 Uniform Securities Agent State Law Examination 1997-10-15
  • S65 Uniform Investment Adviser Law Examination
    1999-12-08
  • S63 Uniform Securities Agent State Law Examination
    1997-10-15
Other Names
  • Bill Martin
  • William Homer (Jr) Martin
  • Bill Martin
  • William Homer Martin

View on SEC IAPD

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