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Martin Patrick Mcnamara

Marrick Wealth

Irvine, CA

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Current Employers
Marrick Wealth

2211 Michelson Drive Suite 300, Irvine, CA 92612 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-08-13
  • CA RA
    APPROVED
    Since 2012-08-13

Branch Locations

2211 Michelson Drive Suite 300, Irvine, CA 92612 • 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
Marrick Wealth, Llc Irvine CA 08/2012 Present
  • 08/2012 → Present
    Marrick Wealth, Llc
    Irvine, CA
Previous Registrations
  • 2007-10-02 → 2011-10-14
    Newport Beach, CA
  • 2007-04-18 → 2007-10-04
    Fairway Wealth Management Llc
    Independence, OH
Other Businesses

CALCPA EDUCATION FOUNDATION - NON-INVESTMENT RELATED - SANTA ANA, CA - CPA COURSE INSTRUCTOR - 4 HOURS PER MONTH NON-TRADING HOURS - TEACH CPAS AND CFPS A CONTINUING EDUCATION COURSE TITLE TAX-SMART INVESTING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-17
  • S65 Uniform Investment Adviser Law Examination
    2007-04-17
Designations
Other Names
  • Marty Mcnamara

View on SEC IAPD

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