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Current Employers
Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-19
  • TX RA
    APPROVED
    Since 2022-09-19

Branch Locations

3526 West Vickery Blvd, Fort Worth, TX 76107 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-02
  • TX RA
    APPROVED
    Since 2019-04-02

Branch Locations

3526 West Vickery Blvd, Fort Worth, TX 76107 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Triad Advisors, Inc. Norcross GA 02/2016 04/2018
Karsten Advisors Fort Worth TX 02/2017 03/2019
Martin Haley, Llc Forth Worth TX 02/2018 03/2019
Bd4Ria, Inc. Fort Worth TX 04/2018 12/2022
Cerity Partners Llc Fort Worth TX 04/2019 Present
Arkadios Capital Atlanta GA 12/2022 Present
  • 02/2016 → 04/2018
    Triad Advisors, Inc.
    Norcross, GA
  • 02/2017 → 03/2019
    Karsten Advisors
    Fort Worth, TX
  • 02/2018 → 03/2019
    Martin Haley, Llc
    Forth Worth, TX
  • 04/2018 → 12/2022
    Bd4Ria, Inc.
    Fort Worth, TX
  • 04/2019 → Present
    Fort Worth, TX
  • 12/2022 → Present
    Arkadios Capital
    Atlanta, GA
Previous Registrations
  • 2017-02-10 → 2019-04-01
    Karsten Advisors
    Fort Worth, TX
Other Businesses

1) BD4RIA, Inc., Investment-Related, 3526 West Vickery Blvd, Fort Worth, TX, 76107, Broker-Dealer, Registered Representative, Started: 04/2018, 5 hours/month, 2.5 hours/month during trading, selling products. 2) BD4RIA Insurance Agency, LLC, not investment-related, 3625 West Vickery Blvd, Fort Worth, TX, 76017, insurance representative, started: 04/2018, 2 hours/month, 1 hour/month during trading hours, selling and monitoring insurance products. 3) Cerity Partners, LLC., investment related, Address: 3625 West Vickery Blvd, Fort Worth, TX, 76107, Title: Investment Advisor, Investment Advisor Representative, Started: 04/2019. 4) Real Estate Activity, property rental, Address: 2225 Carleton Ave, Fort Worth TX, 76107, rental manager started 5/31/19.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-02
  • S66 Uniform Combined State Law Examination
    2016-07-02
Other Names
  • Peter Martin
  • Peter Edwin Martin

View on SEC IAPD

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