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1045 Warwick Avenue Suite 104, Warwick, RI 02888-3657 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2012-11-26 |
| MA | RA | APPROVED | 2011-01-02 |
| RI | RA | APPROVED | 2008-08-27 |
Branch Locations
1045 Warwick Avenue Suite 104, Warwick, RI 02888-3657 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Leonard Martin & Assoc. | Warwick | RI | 01/2005 | Present |
1999-PRESENT: OWNER, COLLEGE SOLUTIONS, HELPING CLIENTS IN THE FINANCIAL AID ARENA FOR COLLEGE. ALSO LICENSED INSURANCE AGENT. December 2017 - Present: Independent Sales agent with National Gold Consultants, in Monticello, MN. All together these outside activities take up about 50% of Mr. Martin's time, half of which occurs during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-27 |
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