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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-11 |
| GA | RA | APPROVED | 2018-03-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Valdosta | GA | 08/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Valdosa | GA | 03/2018 | Present |
| Valdosta Country Club | Valdosta | GA | 08/2018 | 04/2021 |
(1) Name of Business: DBM Investments, LLC - this LLC was created to own the office building that we operate RL Martin Advisors out of. Address: 3338 Country Club Rd Ste K, Valdosta, GA, 31605-1045, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 12/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: HMM Investments, LLC Address: 3350 Country Club Rd. , Valdosta , GA, 31605, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 10/24/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a 1/3 partner in a multi-use development that will ultimately house our other business R.L. Martin & Company (which is also disclosed as an OBA). The development will comprise of 24,000 sq feet of retail space and 22,000 sq ft of residential condominiums at 3350 Country Club Rd in Valdosta, GA. \nThis subsequent LLC comprised of my wife Devan and I purchased 12,000 square feet of real estate from the development LLC. This LLC also holds a condominium in Longboat Key, Florida. (3) Name of Business: RL Martin & Company DBA Only Options / DBA Perfect Settings Address: 1421 Gornto Rd. / 3338H Country Club Rd , Valdosta / Valdosta, GA, 31602, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor, Officer - President Investment Related: No Start Date: 03/11/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive ownership with my spouse. I will not be compensated for this involvement. (4) Name of Business: RL Martin Advisors, LLC Address: 3338 Country Club Rd Ste K, Valdosta, GA, 31605, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 03/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Meet with existing and prospective clients and provide financial, investment, and retirement planning. (5) Name of Business: Southeast Capital Investment Group Address: 3338k Country Club Dr. Valdosta GA 31605, Valdosta , GA, 31605, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/11/2011 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I broker fixed life, health and disability through Prudential, Banner, Lincoln, Cincinnati Life, Voya and Pacific Life Insurance Companies. (6) Name of Business: Southeast Capital Investment Group Address: 3338 Country Club Rd Ste K, Valdosta, GA, 31605-1045, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/30/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage the branch and its operations. Manage client assets and relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-04 |
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