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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
GA RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • GA RA
    APPROVED
    Since 2024-01-19

Branch Locations

Valrico, FL • United States

5650 Breckenridge Park Dr Suite 305, Tampa, FL 33610 • 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
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
  • 09/2013 → Present
    Total Resource Financial
    Tampa, FL
  • 06/2015 → 01/2024
    Woodbury Financial Services Inc
    Tampa, FL
  • 01/2024 → Present
    Brandon, FL
Previous Registrations
  • 2016-01-27 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brandon, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-19
  • S66 Uniform Combined State Law Examination
    2016-01-19
Other Names
  • Michael Martin

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