Mackenzie Brittain Martin

Current Employers

Employment History

• 01/2010 → 08/2023
  Independent Financial Group
  San Diego, CA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2018 → Present
  Oregon State College Of Veterinary Medicine
  Corvallis, OR

Previous Registrations

• 2010-01-05 → 2023-09-06
  Independent Financial Group, Llc
  Lake Oswego, OR
  Lake Oswego, OR
  West Linn, OR
• 2010-05-17 → 2015-08-19
  Executive Investment Services, Llc
  Lake Oswego, OR
• 2009-03-03 → 2010-01-07
  Securian Financial Services, Inc.
  Portland, OR
• 2009-03-03 → 2010-01-07
  Cri Securities, Llc
  Portland, OR

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: 11/2006; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ROSE CITY POLO CLUB; INVESTMENT RELATED: NO; ADDRESS: MOLALLA, OR 97038; NATURE OF BUSINESS: POLO CLUB; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: TAKE MEETING NOTES DURING OFFICER MEETINGS, PARTICIPATE IN STRATEGIC PLANNING FOR THE CLUB'S CALENDAR AND GOALS FOR THE YEAR, FILL GOPHER HOLES WITH DIRT, RUN THE TRACTOR, SPREAD GRASS SEED, WATER THE FIELD, BUILD HOTWIRE PENS, CLEAN UP GARBAGE AFTER TOURNAMENTS AND CLINICS. 3. NAME OF OTHER BUSINESS: FMB ACRES, LLC; INVESTMENT RELATED: NO; ADDRESS: OREGON CITY, OR 97045; NATURE OF BUSINESS: TIMBERLAND; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: SUPERVISE CO-OWNERS DAY-TO-DAY OPERATIONS - PARTNERSHIP ENTITY THAT HOLDS 25 ACRES OF TIMBERLAND BEHIND MY PRIMARY RESIDENCE; 4. NAME OF OTHER BUSINESS: OREGON STATE COLLEGE OF VETERINARY MEDICINE; INVESTMENT RELATED: NO; ADDRESS: CORVALLIS, OR 97331; NATURE OF BUSINESS: COLLEGE OF VETERINARY MEDICINE; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: EDUCATIONAL INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PART TIME EDUCATIONAL INSTRUCTOR - I DO THIS ONCE A YEAR FOR TWO HOURS ONLY; 5. NAME OF OTHER BUSINESS: CATALYST ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 04/2012; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING SERVICES - I USE THIS DBA FOR ALL OF MY SECURITIES AND INSURANCE BUSINESS; 1. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-13
• S66 Uniform Combined State Law Examination
  2008-12-19
• S63 Uniform Securities Agent State Law Examination
  2006-10-03

Other Names

• Mackenzie Brittain Bolin