Joseph Anthony Martinez

Current Employers

Bison Wealth, Llc

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-13

FL RA
APPROVED

Since 2025-03-13

Branch Locations

Bellair Beach, FL • United States

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States

4061 Nw 43Rd Street Suite 16, Gainesville, FL 32606 • 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

Organization	City	State	From	To
Bison Wealth, Llc	Atlanta	GA	03/2023	Present
Cerecore	Nashville	TN	01/2021	12/2023
Connect Partners	Clearwater	FL	01/2019	01/2021
3-D Technology Group	Franklin	TN	12/2015	12/2019
Data Source Technology	Newport Richie	FL	12/2023	Present

03/2023 → Present

Bison Wealth, Llc

Atlanta, GA
01/2021 → 12/2023

Cerecore

Nashville, TN
01/2019 → 01/2021

Connect Partners

Clearwater, FL
12/2015 → 12/2019

3-D Technology Group

Franklin, TN
12/2023 → Present

Data Source Technology

Newport Richie, FL

Previous Registrations

2023-05-04 → 2024-12-31

Bison Wealth, Llc

Gainesville, FL

Atlanta, GA

Other Businesses

1. PREMIER PROPERTY GROUP, NOT INVESTMENT-RELATED, PASSIVE REAL ESTATE INVESTMENT. PROVIDE CAPITAL TO A LOCAL BUILDER IN FLORIDA TO BUILD SPEC HOMES. 1-2 HOURS SPENT MONTHLY NOT DURING TRADING HOURS. 2. DATASOURCE, NOT INVESTMENT-RELATED, TAMPA, FL, POSITION: PRESIDENT, START DATE: 12/2023. SPEND 10-12 HOURS PER WEEK DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-23

S65 Uniform Investment Adviser Law Examination

2023-03-23

View on SEC IAPD