Martin Geddes Hurlburt

Current Employers

Employment History

• 03/2011 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 11/2017 → 12/2017
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2017 → 12/2021
  T.M. Wealth Management, Llc
  Reston, VA
• 12/2017 → 10/2022
  Purshe Kaplan Sterlings Investments
  Albany, NY
• 11/2021 → Present
  Portfolio Medics, Llc
  Bonita Springs, FL

Previous Registrations

• 2017-12-08 → 2021-12-31
  T.M. Wealth Management
  Orem, UT
• 2017-11-01 → 2017-12-07
  Cetera Wealth Services, Llc
  Orem, UT
  Reston, VA
• 2012-01-19 → 2017-11-01
  Girard Securities, Inc.
  San Diego, CA
  Orem, UT
  Washington, UT
  Alpine, UT
  Washington, UT
  Reston, VA
  St. George, UT
  Springville, UT
• 2011-03-28 → 2012-01-18
  My Investment Advisor, Inc.
  St George, UT
• 2011-02-17 → 2011-03-02
  National Planning Corporation
  Los Angeles, CA
  Springville, UT
• 2007-07-10 → 2011-02-11
  Qa3 Financial Llc
  Springville, UT
  Omaha, NE
• 2006-09-01 → 2007-07-16
  Investment Advisors International, Inc.
  Orem, UT
• 2006-05-18 → 2006-08-31
  Transamerica Financial Advisors, Llc
  Philadelphia, PA

Other Businesses

1)Portfolio Medics dba AcheiveMore Retirement. Investment Related. 285 E. 950 SOUTH, OREM UT 84058; RIA. IAR. Start 1/2022. 80 hours per month during trading hours. CREATE FINANCIAL PLANS, MANAGE INVESTMENT ACCOUNTS 2)MARTIN HURLBURT; NOT INVESTMENT RELATED; 512 W 300 NORTH, SPRINGVILLE UT 84663; MOTIVATIONAL SPEAKING; OWNER; 01/1999; 5 HOURS/MONTH; 2 HOURS/MONTH DURING SECURITIES HOURS; MOTIVATIONAL SPEECHES 3) Martin Hurlburt is a licensed insurance agent.15 hrs/mth-0 during trading hrs 4) Mr. Hurlburt is a board member for the Association of Family and Conciliation Courts. In this role Mr. Hurlburt will be promoting resources to individuals going through or thinking about divorce. He will spend 5 hours a month during market and non-market hours in this activity and receives no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-05
• S63 Uniform Securities Agent State Law Examination
  1992-10-21