Martin Taylor Cole

Current Employers

Cole Wealth Management, Llc

9332 E Raintree Dr Suite 100, Scottsdale, AZ 85260 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-02-08
AZ	RA	APPROVED	2005-06-07

TX RA
APPROVED

Since 2017-02-08
AZ RA
APPROVED

Since 2005-06-07

Branch Locations

9332 E Raintree Dr Suite 100, Scottsdale, AZ 85260 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Walt Disney World	Lake Buena Vista	FL	02/1992	Present
Ids Life Insurance Company	Orlando	FL	05/1992	Present
Cole Wealth Management Llc	Scottsdale	AZ	03/2005	Present

02/1992 → Present

Walt Disney World

Lake Buena Vista, FL
05/1992 → Present

Ids Life Insurance Company

Orlando, FL
03/2005 → Present

Cole Wealth Management Llc

Scottsdale, AZ

Other Businesses

MR. COLE SELLS INSURANCE PRODUCTS (LIFE, HEALTH, ANNUITY CONTRACTS) WHEN APPROPRIATE AND ONLY WHEN HE HOLDS THE PROPER REGISTRATIONS TO DO SO.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-28
S63	Uniform Securities Agent State Law Examination	1995-02-15

S65 Uniform Investment Adviser Law Examination

1999-10-28
S63 Uniform Securities Agent State Law Examination

1995-02-15

Designations

View on SEC IAPD

Current Employers

Cole Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews