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Harry John Martin

Goalvest Advisory LLC

New York, NY

Dallas, TX

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Current Employers
Goalvest Advisory Llc

4 World Trade Center, Suite 2908, New York, NY 10007 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-22
  • TX RA
    APPROVED
    Since 2023-05-22

Branch Locations

4 World Trade Center, Suite 2908, New York, NY 10007 • United States

Dallas, TX • 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
Rim Securities Llc New York NY 01/2008 02/2017
Rochdale Investment Management New York NY 01/2008 01/2017
Goalvest Advisory Llc Dallas TX 02/2022 Present
Unemployed Dallas TX 02/2017 02/2022
  • 01/2008 → 02/2017
    Rim Securities Llc
    New York, NY
  • 01/2008 → 01/2017
    Rochdale Investment Management
    New York, NY
  • 02/2022 → Present
    Goalvest Advisory Llc
    Dallas, TX
  • 02/2017 → 02/2022
    Unemployed
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-13
S63 Uniform Securities Agent State Law Examination 1994-09-23
  • S65 Uniform Investment Adviser Law Examination
    1995-02-13
  • S63 Uniform Securities Agent State Law Examination
    1994-09-23
Other Names
  • Harry Martin
  • Harry J Martin

View on SEC IAPD

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