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Thousand Oaks, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-01-08 |
Branch Locations
31194 La Baya Drive Suite 100, Westlake Village, CA 91362 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Profit Strategies, Inc. | Redwood City | CA | 06/1999 | Present |
Since June, 1999 Ms. Martin has also offered life insurance, group health/benefits, human resources consulting and bookkeeping through Profit Strategies Inc. in addition to investment advisory services. She offers these services from her office at 31194 La Baya Drive, Suite 100, Westlake Village, CA 91382. These other services are not investment related. Ms. Martin is the President and owner. These additional services are offered during normal business hours approximately 40 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-29 |
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