Mark Wade Martin

Current Employers

Employment History

• 05/2015 → 03/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 05/2015 → 03/2025
  Tiaa
  Charlotte, NC
• 03/2025 → 03/2026
  First Citizens Investor Services
  Raleigh, NC
• 10/2025 → Present
  Lowe's Home Improvement
  Indian Land, SC
• 04/2026 → Present
  Secu Brokerage Services
  Raleigh, NC
• 04/2026 → Present
  State Employees' Credit Union
  Harrisburg, NC
• 04/2026 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 04/2026 → Present
  Credit Union Investment Services
  Raleigh, NC

Previous Registrations

• 2025-03-18 → 2026-03-19
  First Citizens Investor Services, Inc.
  Waxhaw, NC
  Raleigh, NC
  Charlotte, NC
• 2017-09-11 → 2025-03-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Pineville, NC
  Frisco, TX
  Waxhaw, NC
  Charlotte, NC

Other Businesses

LOWE'S HOME IMPROVEMENT POSITION: Employee NATURE: Outside Employment (retail job, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2025 ADDRESS: 181 Fort Mill Hwy, Indian Land SC 29707, United States DESCRIPTION: Evening product transportation State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date: 04/2026. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 04/2026. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-08
• S63 Uniform Securities Agent State Law Examination
  2013-12-23

Other Names

• Mark Martin