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Current Employers
Advisornet Wealth Partners

110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-01
PA RA APPROVED 2022-12-01
  • TX RA
    APPROVED
    Since 2024-07-01
  • PA RA
    APPROVED
    Since 2022-12-01

Branch Locations

717 Constitution Dr, Suite 202, Exton, PA 19341 • United States

110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

415 Eagleview Blvd, Suite 110 Suite 110, Exton, PA 19341 • United States

Phoenixville, PA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 08/2014 01/2021
Bank Of America, N.A. Wayne PA 08/2014 01/2021
Brumbaugh Wealth Management Exton PA 01/2021 Present
Cetera Wealth Services, Llc El Segundo CA 07/2021 Present
Advisornet Wealth Partners Exton PA 07/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Previous Registrations
  • 2021-02-08 → 2021-07-27
    Osaic Fa, Inc.
    Exton, PA
  • 2014-09-02 → 2021-01-29
    Wayne, PA
    Wayne, PA
    Wayne, PA
    Blue Bell, PA
  • 2008-05-15 → 2014-08-22
    Msi Financial Services, Inc.
    Plymouth Meeting, PA
    Plymouth Meeting, PA
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2004; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE; 2. NAME OF OTHER BUSINESS: ADVISORNET WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; START DATE: 07/2021; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: INVESTMENT MANAGEMENT & FINANCIAL PLANNING; 3. NAME OF OTHER BUSINESS: BRUMBAUGH WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES / WEALTH MANAGEMENT; START DATE: 07/2021; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF FINANCIAL PLANNING; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: UPDATING FINANCIAL PLANS FOR CLIENTS & DAY TO DAY INVESTMENT MANAGEMENT. SUPPORTING PREMIUM FINANCING FOR HIGH NET WORTH, ACCREDITED INVESTORS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-05
S63 Uniform Securities Agent State Law Examination 2004-08-09
  • S66 Uniform Combined State Law Examination
    2008-05-05
  • S63 Uniform Securities Agent State Law Examination
    2004-08-09
Designations
Other Names
  • Christopher Martin
  • Christopher John Martin
  • Chris Martin
  • Christopher J Martin

View on SEC IAPD

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