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Paul Andrew Martin

Proper Wealth

Tallahassee, FL

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Current Employers
Proper Wealth

3233 Thomasville Road, Tallahassee, FL 32308 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-27
  • FL RA
    APPROVED
    Since 2025-10-27

Branch Locations

3233 Thomasville Road, Tallahassee, FL 32308 • 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
Student Tempe AZ 01/2015 12/2017
Northwestern Mutual Investment Services, Llc Tallahassee FL 01/2017 09/2019
Carr, Riggs & Ingram Tallahassee FL 09/2019 05/2025
Pw Advisors, Llc Tallahassee FL 05/2025 Present
Lpl Financial Tallahassee FL 09/2025 Present
  • 01/2015 → 12/2017
    Student
    Tempe, AZ
  • 01/2017 → 09/2019
    Northwestern Mutual Investment Services, Llc
    Tallahassee, FL
  • 09/2019 → 05/2025
    Carr, Riggs & Ingram
    Tallahassee, FL
  • 05/2025 → Present
    Pw Advisors, Llc
    Tallahassee, FL
  • 09/2025 → Present
    Lpl Financial
    Tallahassee, FL
Other Businesses

1) 08/27/2025 - Proper Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/13/2025 2) 10/31/2025 - Proper Wealth LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) -Start Date 08/13/2025 - 160 hours per month/ 130 hours during trading 3) 10/31/2025- PW Advisors LLC- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 07/21/2025- 160 Hours Per Month-160 Hours During Trading- I provide investment advisory services through PW Advisors LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-01
S63 Uniform Securities Agent State Law Examination 2017-05-09
  • S66 Uniform Combined State Law Examination
    2025-10-01
  • S63 Uniform Securities Agent State Law Examination
    2017-05-09
Designations
Other Names
  • Andrew Martin

View on SEC IAPD

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