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Joseph A Martin

Summitry, LLC

San Mateo, CA

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Current Employers
Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-27
TX RA APPROVED_RES 2025-01-03
  • CA RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED_RES
    Since 2025-01-03

Branch Locations

1850 Gateway Drive Suite 600, San Mateo, CA 94025 • 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
The Golub Group San Mateo CA 10/2003 Present
  • 10/2003 → Present
    The Golub Group
    San Mateo, CA
Previous Registrations
  • 2002-06-11 → 2003-12-01
    Hoefer & Arnett Capital Management, Inc.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-06
S63 Uniform Securities Agent State Law Examination 1998-08-07
  • S66 Uniform Combined State Law Examination
    2002-05-06
  • S63 Uniform Securities Agent State Law Examination
    1998-08-07
Other Names
  • Joe Martin

View on SEC IAPD

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Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
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