Martin Samuel Kelman

Current Employers

Employment History

• 04/1981 → Present
  Kelman Lazarov, Inc.
  Memphis, TN
• 07/1994 → Present
  Kelman-Lazarov, Inc.
  Memphis, TN
• 07/2016 → 11/2024
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2012-01-06 → 2016-07-27
  Cetera Wealth Services, Llc
  Memphis, TN
  Memphis, TN

Other Businesses

1) FACING HISTORY AND OURSELVES; NOT INVESTMENT RELATED; 115 HULING AVE. MEMPHIS TN, 38103; NON-PROFIT; ADVISORY BOARD MEMBER; START: 07/01/1990; 3 HRS/MONTH; 2 HRS/MONTH DURING SECURITIES TRADING HOURS; ADVISORY. 2) JEWISH COMMUNITY PARTNERS INC.; NOT INVESTMENT RELATED; 6560 POPLAR AVE., MEMPHIS, TN 38138; INCORPORATED, NON-PROFIT; BOARD MEMBER; START DATE: 07/01/2019; 6 HRS/MONTH; 3 HRS/MONTH DURING SECURITIES TRADING HOURS; STRATEGIC AND ADVISORY. 3) UNVIVERSITY OF MEMPHIS FOUNDATION BOARD; INVESTMENT-RELATED FOR THE PURPOSES OF FUNDRAISING; MEMPHIS, TN 38152; PUBLIC UNIVERSITY; MEMBER AND CHAIR; START DATE: 12/16/2025; 8 HRS/MONTH. 4) UNIVERSITY OF MEMPHIS STEERING COMMITTEE; NOT INVESTMENT RELATED; MEMPHIS, TN 38152; PUBLIC UNIVERSITY; MEMBER/ADVISOR; START DATE: 03/20/2022; 1 HRS/MONTH. 4) ALLEGIS ADVISOR GROUP; NOT INVESTMENT RELATED; 10235 S. JORDAN GATEWAY, SUITE 100 SOUTH JORDAN, UT 84095; INCORPORATED, INSURANCE AGENCY; AGENT; START DATE: 12/01/2016; 10 HRS/MONTH; 5 HRS/MONTH DURING SECURITIES TRADING HOURS. 5) MARTY AND DALE KELMAN JOINT REVOCABLE TRUST; INVESTMENT RELATED; 5874 REDFEARN COVE, MEMPHIS, TX 38120; TRUST; 100% OWNER OF TRUST; START DATE: 08/31/2022; 1 HR/MONTH; 0 HR/MONTH DURING SECURITIES TRADING HOURS; MAKES DECISIONS PER PROPERTY MANAGEMENT COMPANY’S RECOMMENDATIONS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-08-31

Designations

Other Names

• Marty Kelman