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Current Employers
True Blue Financial, Llc

7889 Red Arrow Highway, Stevensville, MI 49127 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-02-09
  • MI RA
    APPROVED
    Since 2021-02-09

Branch Locations

7889 Red Arrow Highway, Stevensville, MI 49127 • United States

667 West Main Suite A, Benton Harbor, MI 49022 • 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
True Blue Financial, Llc Stevensville MI 07/2017 08/2020
Crowe Horwath, Llp South Bend IN 08/2015 06/2017
Lpl Financial, Llc Stevensville MI 06/2017 Present
True Blue Financial, Llc Stevensville MI 01/2019 Present
True Blue Tax, Llc Stevensville MI 07/2017 Present
  • 07/2017 → 08/2020
    Stevensville, MI
  • 08/2015 → 06/2017
    Crowe Horwath, Llp
    South Bend, IN
  • 06/2017 → Present
    Lpl Financial, Llc
    Stevensville, MI
  • 01/2019 → Present
    Stevensville, MI
  • 07/2017 → Present
    True Blue Tax, Llc
    Stevensville, MI
Other Businesses

1. 08/01/2017 - RICHARD MARTIN III/ OTHER-NOTARY/ NOT INVESTMENT RELATED/ 0%/ STEVENSVILLE, MI 2. 09/11/2020 - TRUE BLUE FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ STEVENSVILLE, MI 3. 5/7/2021 - True Blue Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 01/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to True Blue Financial, an independent investment advisor firm. I started this business activity in 01/2021. 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. 4. 9/8/2021 - True Blue Tax - DBA: True Blue Financial - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Certified Public Accountant - Started 05/01/2021 - 60 Hours Per Month/2 Hours During Securities Trading - Tax preparation and planning.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-23
  • S66 Uniform Combined State Law Examination
    2020-10-23
Other Names
  • Richard Martin
  • Richard Perry Martin

View on SEC IAPD

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