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601 St Mary'S Street, Raleigh, NC 27605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-03-20 |
| TX | RA | APPROVED_RES | 2019-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tilly, Inc. | Raleigh | NC | 01/2019 | Present |
| Vertical Iq, Inc. | Raleigh | NC | 04/2010 | Present |
| Self-Employed | Raleigh | NC | 10/2008 | Present |
There is no conflict of interest related to Mr. Martin's other business activities or any of his other business investments. 1. Mr. Martin is the co-founder and Active Chairman of Vertical IQ, Inc., a financial industry research firm (not investment related). Address: 601 St. Mary's Street, Raleigh, NC 27605 Start Date: April, 2010 Hours per month: 60 Hours per month during trading hours: 60 2. Mr. Martin is an "angel investor" in BoardRoom Insiders Address: 1184 Springmaid Ave, Suite 203, Fort Mill, SC 29708 Start Date: May 14, 2011 Hours per month: 1 Hours per month during trading hours: 1 3. Mr. Martin is an "angel investor" in Myxx Address: P.O. Box 194, Cary, NC 27512 Start Date: October 18, 2017 Hours per month: 1 Hours per month during trading hours: 1 4. Mr. Martin is an "angel investor" in Vital Plan Address: 1122 Oberlin Rd Suite 232, Raleigh, NC 27605 Start Date: August 19, 2016 Hours per month: 1 Hours per month during trading hours: 1 5. Mr. Martin is an "angel investor" in Zynbit Address: 601 St. Mary's Street, Raleigh, NC 27605 Start Date: August 19, 2016 Hours per month: 1 Hours per month during trading hours: 1 6. Mr. Martin is an "angel investor" in etailinsights Address: 8255 Chapel Hill Rd, Cary, NC 27513 Start Date: June 1, 2012 Hours per month: 1 Hours per month during trading hours: 1 7. Mr. Martin is an "angel investor" in myLifesite Address: 601 St. Mary's Street, Raleigh, NC 27605 Start Date: September 14, 2011 Hours per month: 3 Hours per month during trading hours: 3 8. Mr. Martin is an "angel investor" in RMB Associates (dba LocalEyeSite). Address: 601 St. Mary's Street, Raleigh, NC 27605 Start Date: September 23, 2008 Hours per month: 2 Hours per month during trading hours: 2 Mr. Martin is self-employed as the author of "The Hockey Stick Principles". Address: 601 St. Mary's Street, Raleigh, NC 27605 Start Date: 04/2008 Hours per month: 3 Hours per month during trading hours: 3
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-06 |
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