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Mohan T. Martin

Martin Wealth Management, LLC

Irvine, CA

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Current Employers
Martin Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-28
  • CA RA
    APPROVED
    Since 2022-07-28

Branch Locations

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
OrganizationCityStateFromTo
The Lot Entertainment Newport Beach CA 02/2021 06/2025
Martin & Associates Insurance Irvine CA 01/2016 Present
Martin Wealth Management, Llc Irvine CA 07/2022 Present
  • 02/2021 → 06/2025
    The Lot Entertainment
    Newport Beach, CA
  • 01/2016 → Present
    Martin & Associates Insurance
    Irvine, CA
  • 07/2022 → Present
    Irvine, CA
Other Businesses

Sell Medicare insurance. Working with individuals age 65 and older to help them with Medicare insurance options. Receive a percentage of commissions received by agency Martin & Associates Insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-05
  • S65 Uniform Investment Adviser Law Examination
    2022-06-05

View on SEC IAPD

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