Martin Donald Fong

Current Employers

Employment History

• 10/1995 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 1998-03-24 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA
  Fresno, CA

Other Businesses

1) MARTIN FONG 102 TIVOLI LANE DANVILLE, CA 94506 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAINS RENTAL PROPERTY AND COLLECTS RENT. START DATE: 06/2012 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) FONG MURRAY LLC 3000 EXECUTIVE PARKWAY #400 SAN RAMON, CA 94583 CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE PAYROLL IS MANAGED. START DATE: 12/01/2020 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 3) MOMENTUM VALUE PARTNERS LLC 3000 EXECUTIVE PARKWAY #400 SAN RAMON, CA 94583 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE WILL BE MANAGED AND FIXED INSURANCE PRODUCTS OFFERED AND SERVICED. FIXED PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/2/24 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 4) FONG MURRAY LLC POSITION: Partner - General NATURE: Created LLC to strictly handle payroll and benefits for staff. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2020 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Run payroll and benefits for staff through Lincoln approved vendor - Trinet. 5) MARTIN FONG POSITION: Agent NATURE: I intend to conduct LTC business INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/28/2010 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: I intend to conduct LTC business 6) JUSTWORKS EMPLOYMENT GROUP LLC POSITION: Co-Owner NATURE: PEO System for Fong Murray LLC - Payment for employees and our 401K offer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 55 Water Street, New York NY 10041, United States DESCRIPTION: Work with practice manager to ensure HR items are covered. 7) MOMENTUM VALUE PARTNERS LLC POSITION: Owner, Partner - General NATURE: CFB is becoming an APG. The APG name is Momentum Value Partners LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/02/2024 ADDRESS: 6101 Bollinger Canyon Road, Suite 225, San Ramon CA 94583, United States DESCRIPTION: Board Member with voting rights

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-12-07