Martin Francis Gorman

Current Employers

Employment History

• 03/2021 → 07/2021
  Unemployed
  Minneapolis, MN
• 07/2021 → 06/2024
  Securities America, Inc
  St Louis Park, MN
• 06/2020 → 03/2021
  Westwind Investors Management Co., Llc
  Reno, NV
• 07/2018 → 06/2020
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 09/2016 → 06/2018
  Pricewaterhousecoopers
  Minneapolis, MN
• 08/2021 → 06/2024
  Securities America Advisors
  St Louis Park, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  St Louis Park, MN

Previous Registrations

• 2021-08-20 → 2024-06-14
  Securities America Advisors, Inc.
  St Louis Park, MN

Other Businesses

1. DBA - Diversified Wealth Management 2. PROELIUM CAPITAL LLC POSITION: Owner NATURE: Tax planning and preparation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 6725 York Ave S Unit 632, Edina MN 55435 DESCRIPTION: Perform tax planning and preparation services. 3. MARTIN GORMAN POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2024 ADDRESS: 4501 Minnetonka Blvd, Suite 200, St. Louis Park MN 55416 DESCRIPTION: Sale of life insurance and variable life products 4. DIVERSIFIED WEALTH MANAGEMENT POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2024 ADDRESS: 4501 Minnetonka Blvd, Suite 200, St. Louis Park MN 55416, United States DESCRIPTION: Sale of life insurance and variable life products 5.MFG LEGACY PARTNERS POSITION: Founder & President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 10 START DATE: 05/29/2026 ADDRESS: 4501 Minnetonka Blvd, St. Louis Park MN 55410, United States DESCRIPTION: This is a marketing name, used to generate prospects for financial planning and investment management activities all done under Osaic Wealth.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-19