Martin David Lunn

Current Employers

Wilson David Investment Advisors

227 Gateway Drive Ste. 159, Aiken, SC 29803 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-01-01

SC RA
APPROVED

Since 2025-01-01

Branch Locations

Aiken, SC • 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
Wilson David Investment Advisors	Aiken	SC	08/2014	Present

08/2014 → Present

Wilson David Investment Advisors

Aiken, SC

Other Businesses

TWO COMPANIES: GREENSHORES SOUTH CORP (NON-INVESTMENT-RELATED) AND NARWHAL MANAGEMENT, LLC (INVESTMENT-RELATED); ADDRESS OF BOTH - 2346 CULLUM TRAIL RD, AIKEN, SC 29803; NATURE OF BIZ - GREENSHORES MANAGES NARWHAL WHICH IN TURN IS AN ASSET MANGMT CO; POSITION IN BOTH - CEO; START DATE FOR NARWHAL 8/2011, FOR GREENSHORES 5/2012 ; APPX. TOTAL HRS PER MONTH FOR BOTH BUSINESSES - 35 HRS; NUMBER OF HRS DEVOTED TO BOTH COMPANIES DURING TRADING HRS - ONE HR OR LESS FOR BOTH EACH DAY; DUTIES - FOR GREENSHORES I MANAGE THE NARWHAL LLC, FOR NARWHAL I MANAGE THE REAL ESTATE, EQUITY & CASH ASSETS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-02-20

S65 Uniform Investment Adviser Law Examination

2014-02-20

Other Names

Martin Lunn

View on SEC IAPD