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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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