William Clement Martin

Current Employers

Employment History

• 12/2004 → 07/2023
  The Prosperity Consulting Group, Llc
  Ownings Mills, MD
• 12/2004 → 12/2019
  Hertzbach & Co., P.A.
  Owings Mills, MD
• 12/2011 → 08/2023
  Triad Advisors Inc.
  Norcross, GA
• 12/2019 → Present
  Uhy Advisors Mid-Atlantic Md, Inc.
  Columbia, MD
• 08/2023 → Present
  Sagepoint Financial, Inc.
  Columbia, MD
• 09/2023 → Present
  Osaic Wealth, Inc.
  Columbia, MD

Previous Registrations

• 2023-08-02 → 2023-09-01
  Osaic Services, Inc.
  Sterling Heights, MI
  Columbia, MD
  Columbia, MD
• 2008-06-26 → 2023-06-08
  Prosperity - An Eisneramper Company
  Owings Mills, MD
• 2008-06-09 → 2011-12-19
  1St Global Advisors Inc
  Owings Mills, MD

Other Businesses

1) INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2011 ADDRESS: 8601 Robert Fulton Drive, Suite 210, Columbia MD 21046, United States DESCRIPTION: Write life insurance policies and fixed annuities 2) UHY ADVISORS MID-ATLANTIC, INC. POSITION: Principal NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 6 START DATE: 12/01/2019 ADDRESS: 8601 Robert Fulton Drive, Suite 210, Columbia MD 21046, United States DESCRIPTION: Consult with clients regarding taxes, review business and individual tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-03
• S63 Uniform Securities Agent State Law Examination
  1995-08-15

Other Names

• Bill Martin