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Gregory Jon Martik

Valley Brook Capital Group

Venetia, PA

CRD 1296865

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Employer firm

Valley Brook Capital Group CRD 122460

$223M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Valley Brook Capital Group

538 Valley Brook Road Suite 100, Venetia, PA 15367 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2004-11-23
  • PA RA
    APPROVED
    Since 2004-11-23

Branch Locations

538 Valley Brook Road Suite 400 Suite 100, Venetia, PA 15367 • 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
Valley Brook Capital Group, Inc. Venetia PA 10/2004 Present
  • 10/2004 → Present
    Valley Brook Capital Group, Inc.
    Venetia, PA
Other Businesses

GREGORY MARTIK INSURANCE SALES, VENETIA, PA, OCCASIONAL INSURANCE PRODUCT SALES DURING NORMAL TRADING HOURS. LESS THAN 1% OF TIME SPENT ON THIS ACTIVITY AND LESS THAN 1 HOUR PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-01-13
S63 Uniform Securities Agent State Law Examination 1984-10-01
  • S65 Uniform Investment Adviser Law Examination
    1994-01-13
  • S63 Uniform Securities Agent State Law Examination
    1984-10-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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