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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-20 |
| CT | RA | APPROVED | 2025-04-07 |
Branch Locations
127 Washington Ave 2Nd Floor West, North Haven, CT 06473 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Path Financial Planning, Llc | Cheshire | CT | 10/2015 | 09/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2019 | 12/2020 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 09/2019 | 12/2020 |
| Independent Financial Group | Hartford | CT | 01/2021 | 03/2023 |
| Lincoln Financial Advisors Corporation | Glastonbury | CT | 03/2023 | 01/2025 |
| Osaic Wealth, Inc. | Glastonbury | CT | 01/2025 | 01/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2025 | Present |
| Cetera Investment Advisers Llc | North Haven | CT | 04/2025 | Present |
1) OWNER AND MEMBER OF MARTIN STRATEGIC WEALTH, LLC; DBA FOR CETERA BUSINESS 2) OWNER OF MARTIN TAX ADVISORS LLC, PREPARATION AND ELECTRONIC FILING OF FEDERAL AND STATE INCOME TAX RETURNS; 2-5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-15 |
| S66 | Uniform Combined State Law Examination | 2014-01-29 |
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