David Laurance Hart

Current Employers

Safeguard Investment Advisory Group, Llc

4160 Temescal Canyon Road Suite 307, Corona, CA 92883 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-07-10

CA RA
APPROVED

Since 2020-07-10

Branch Locations

4160 Temescal Canyon Road Suite 307, Corona, CA 92883 • United States

Martin Wealth Management, Llc

30 Executive Park Suite 250, Irvine, CA 92614 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2013-04-04

CA RA
APPROVED

Since 2013-04-04

Branch Locations

Irvine, CA • United States

30 Executive Park Suite 250, Irvine, CA 92614 • 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

Organization	City	State	From	To
Martin Wealth Management, Llc	Newport Beach	CA	04/2013	Present
Lifepro Asset Management, Llc	San Diego	CA	02/2019	08/2021
Martin And Associates Insurance Services, Inc.	Newport Beach	CA	04/2013	Present
Safeguard Investment Advisory Group, Llc	Corona	CA	07/2020	Present

04/2013 → Present

Martin Wealth Management, Llc

Newport Beach, CA
02/2019 → 08/2021

Lifepro Asset Management, Llc

San Diego, CA
04/2013 → Present

Martin And Associates Insurance Services, Inc.

Newport Beach, CA
07/2020 → Present

Safeguard Investment Advisory Group, Llc

Corona, CA

Previous Registrations

2019-02-25 → 2021-08-19

Lifepro Asset Management

Newport Beach, CA

San Diego, CA
2010-11-12 → 2014-12-31

Sovereign Investment Advisors

Irvine, CA

Irvine, CA
2013-01-04 → 2014-02-26

Smc Advisory Network, Llc

Irvine, CA

Boardman, OH

Other Businesses

(1) Martin Wealth Management, LLC; yes, investment related; 5020 Campus Dr, Newport Beach, CA 92660; Registered investment adviser; investment adviser representative; start date: 04/2013; approx. 160 hours/month primarily during trading hours. (2) David Hart offers insurance products to clients through California Life # 0D42046 through Martin & Associates Insurance Services, Inc. and License # 0G00753 through Matson Money, Inc. Martin & Associates Insurance Services, Inc.; yes, investment related; 5020 Campus Dr, Newport Beach, CA 92660; Insurance and Annuity sales; Insurance agent; start date: 04/2013; approx. 160 hours/month primarily during trading hours. (3) Matson Money; yes, investment related; 18760 N Pima Rd, Scottsdale, AZ 85255; Advisory and Money Management Services; Solicitor ; start date: 04/2013; approx. 5 hours/month primarily during trading hours. (4) National Life Group; yes, investment related; 1 National Life Drive Montpelier, VT 05604; 403B and 457 accounts; Agent; start date: 12/2019; approx. 16 hours/month primarily during trading hours. (5) David Hart is also a Certified Financial Fiduciary and volunteers as an instructor with NACFF. The Foundation for Fiduciary Education is the only IRS approved 501(c)(3) non-profit organization focused solely on providing unbiased fiduciary financial education. All instructors are Certified Financial Fiduciaries® (CFF) sworn to teach unbiased financial education and to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. Attendees from the financial classes are also offered a NO COST 1-hour personal educational strategy session with David Hart.