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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2018-07-27 |
Branch Locations
6767 N. Wickham Road Suite 400, Melbourne, FL 32940 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Melbourne | FL | 12/2008 | 07/2018 |
| Raymond James Financial Services, Inc. | Melbourne | FL | 07/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Melbourne | FL | 07/2018 | Present |
| Rich Martinson & Associates Llc | Melbourne | FL | 07/2018 | Present |
(1)Name of Business: Personal Property Address: 3238 Cappio Drive, Melbourne , FL, 32940, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 2nd property currently being used by my in-laws (2)Name of Business: RICH MARTINSON & ASSOCIATES LLC Address: 6767 N Wickham Rd Ste 502, Melbourne, FL, 32940, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-19 |
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