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Jorge Luis Martinez

Carolina Wealth Management, Inc.

Greenville, NC

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Current Employers
Carolina Wealth Management, Inc.

1706-A East Arlington Blvd., Greenville, NC 27858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-12-03
  • NC RA
    APPROVED
    Since 2024-12-03

Branch Locations

1706-A East Arlington Blvd., Greenville, NC 27858 • 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
Carolina Wealth Management, Inc. Greenville NC 08/2023 Present
State Employees Credit Union Greenville NC 10/2021 07/2023
Coastal Industrial Inc. Greenville NC 07/2021 10/2021
Student Greenville NC 08/2018 07/2021
Red Robin Greenville NC 09/2016 07/2018
  • 08/2023 → Present
    Carolina Wealth Management, Inc.
    Greenville, NC
  • 10/2021 → 07/2023
    State Employees Credit Union
    Greenville, NC
  • 07/2021 → 10/2021
    Coastal Industrial Inc.
    Greenville, NC
  • 08/2018 → 07/2021
    Student
    Greenville, NC
  • 09/2016 → 07/2018
    Red Robin
    Greenville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22

View on SEC IAPD

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