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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-01 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
129 W Patrick St #15, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Towson | MD | 01/2012 | 10/2016 |
| Bbtis | Frederick | MD | 12/2016 | 01/2018 |
| Unemployed | Baltimore | MD | 10/2016 | 12/2016 |
| Bb&T Securities, Llc | Frederick | MD | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Frederick | MD | 02/2021 | 08/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 08/2025 |
| One Seven Dba Martz Financial | Beachwood | OH | 08/2025 | Present |
| Fortune Financial Services | Monaca | PA | 08/2025 | Present |
DBA: Martz Financial - owner - 8/1/2025 - 40 hrs during trading hours IAR with One Seven
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-20 |
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