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William Casey Martin

Raymond James & Associates, Inc.

Austin, TX

Mason City, IA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-10
  • TX RA
    APPROVED
    Since 2023-03-10

Branch Locations

Austin, TX • United States

10 N. Washington Ave. Suite 300, Mason City, IA 50401 • 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
Pacific Life Insurance Company Omaha NE 06/2016 02/2017
First Trust Portfolios L.P. Wheaton IL 03/2019 03/2023
Pacific Life Omaha NE 02/2017 03/2019
First Trust Advisors L.P. Wheaton IL 03/2019 03/2023
Raymond James & Associates Austin TX 03/2023 Present
  • 06/2016 → 02/2017
    Pacific Life Insurance Company
    Omaha, NE
  • 03/2019 → 03/2023
    First Trust Portfolios L.P.
    Wheaton, IL
  • 02/2017 → 03/2019
    Pacific Life
    Omaha, NE
  • 03/2019 → 03/2023
    First Trust Advisors L.P.
    Wheaton, IL
  • 03/2023 → Present
    Raymond James & Associates
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-24
S63 Uniform Securities Agent State Law Examination 2016-09-26
  • S66 Uniform Combined State Law Examination
    2019-05-24
  • S63 Uniform Securities Agent State Law Examination
    2016-09-26
Other Names
  • William Martin
  • William Casey Martin
  • William Casey Martin
  • William C Martin

View on SEC IAPD

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