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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
Branch Locations
5650 Breckenridge Park Dr Suite 305, Tampa, FL 33610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Resource Financial | Tampa | FL | 09/2013 | Present |
| Woodbury Financial Services Inc | Tampa | FL | 06/2015 | 01/2024 |
| Osaic Wealth, Inc. | Brandon | FL | 01/2024 | Present |
1. TOTAL RESOURCE FINANCIAL POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/15/2013 ADDRESS: 350 East Robertson Street, Suite 200, Brandon FL 33511 DESCRIPTION: Marketing and sales of fixed insurance products. 2. TARGETED INVESTMENT PROPERTIES, LLC POSITION: Owner NATURE: LLC dealing with real estate rentals INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/15/2012 ADDRESS: 6720, East Fowler Ave, Tampa FL 33617 DESCRIPTION: I run and operate a real estate company that invests in real estate foreclosures and tax liens. 3. MICHAEL PETER MARTIN, LLC POSITION: President NATURE: Michael Peter Martin LLC is my S corp and how I pay myself. No business is done directly through that it is simply how my payroll is titled for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 08/27/2019 ADDRESS: 2523 Mendocino Way, Valrico FL 33596, United States DESCRIPTION: This is my S-corp of which I am the only "employee." I use this to payroll myself from my business account at the local bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-19 |
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