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Lori Gilbert Martin

Equitable Advisors, LLC

Boca Raton, FL

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-18
  • FL RA
    APPROVED
    Since 2026-03-18

Branch Locations

2255 Glades Road Suite 412E, Boca Raton, FL 33431 • 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
Us Mortgage Lenders Hollywood FL 10/2022 12/2024
Barrett Financial Group Llc Gilbert AZ 02/2025 01/2026
Broward County Public Schools Fort Lauderdale FL 12/2012 07/2023
Lgm & Companies Miramar FL 09/2019 Present
Home1St Lending Llc Lake Mary FL 04/2022 10/2022
Equitable Advisors, Llc New York NY 03/2026 Present
  • 10/2022 → 12/2024
    Us Mortgage Lenders
    Hollywood, FL
  • 02/2025 → 01/2026
    Barrett Financial Group Llc
    Gilbert, AZ
  • 12/2012 → 07/2023
    Broward County Public Schools
    Fort Lauderdale, FL
  • 09/2019 → Present
    Lgm & Companies
    Miramar, FL
  • 04/2022 → 10/2022
    Home1St Lending Llc
    Lake Mary, FL
  • 03/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

LGM & Companies LLC, Miramar, FL, Owner, September 2019-Present, investment related. Trustee of Trust for Spouse. Outside Insurance

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-07
S65 Uniform Investment Adviser Law Examination 2025-08-05
  • S63 Uniform Securities Agent State Law Examination
    2025-10-07
  • S65 Uniform Investment Adviser Law Examination
    2025-08-05
Other Names
  • Lori Martin

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

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