Peter Geary Martin

Current Employers

Employment History

• 11/2010 → 04/2019
  Wells Fargo Advisors Financial Network Llc
  Southborough, MA
• 04/2019 → 08/2020
  Wells Fargo Advisors Financial Network, Llc
  Boston, MA
• 08/2020 → Present
  Private Client Services
  Westborough, MA
• 08/2020 → Present
  Mayflower Financial Advisors, Llc
  Westborough, MA

Previous Registrations

• 2010-11-08 → 2020-08-24
  Wells Fargo Advisors Financial Network, Llc
  Westborough, MA
  Boston, MA
  Westborough, MA
• 2007-12-17 → 2010-11-05
  Investors Capital Corp.
  Southboro, MA
  Lynnfield, MA
  Southborough, MA
  Malborough, MA

Other Businesses

1) Compass Portfolios, LLC; Not Investment related; 11 Liberty Lane Chatham, MA. 02633; S corp for my financial advisory practice. I will be doing all the same professional activities ; Owner-this is just a tax structure for my business; Effective Date: 01/05/2026; 30 hours a month; 8 hours during trading hours; This is just a tax structure for my business PETER G. MARTIN INVESTMENTS LLC, INV RELATED, WESTBOROUGH, MA, 100% OWNERSHIP, START 1/1/2016, 160 HOURS PER MONTH, 160 HOURS DURING TRADING. Mr. Martin is dually-registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. Martin has served as an investment advisor representative for Mayflower and a registered representative with PCS since 08/2020. Business is conducted from 265 Franklin Street, Suite 40 Boston, MA, 02110. Approximately 90% of Mr. Martin's time is for services as an investment advisor representative and the balance as a registered representative Getting Results, Inc. 7136 Point of Rocks Circle, Sarasota, FL 34242. Coaching business for financial advisors. 8 hrs/mo; 2 during trading hrs Cotide; Not Investment Related; 11 Library Lane, Chatham, MA 02633; Cotide is a life educational company that helps young adults 18-40 to design their life, understand how money work & have the wisdom to keep it; Founder; 11/13/2023; 3-4 hrs/mo; 3-4 hrs during trading hrs. Martin-MGP, LLC. 287 Turnpike Road, Ste 250, Westborough, MA 01531. Holding company for shares of financial services income. Owner. Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-21
• S66 Uniform Combined State Law Examination
  2003-02-15
• S63 Uniform Securities Agent State Law Examination
  1994-02-16