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Maxwell Timothy Martin

Kdm Wealth Management Inc.

Geneva, IL

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Current Employers
Kdm Wealth Management Inc.

321 Stevens Street Suite R, Geneva, IL 60134 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-08-21
  • IL RA
    APPROVED
    Since 2023-08-21

Branch Locations

321 Stevens Street Suite R, Geneva, IL 60134 • 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
Full Time Student Geneva IL 07/2013 05/2023
Kdm Investment Management, Inc. Geneva IL 06/2019 05/2023
Kdm Wealth Management, Inc. Geneva IL 05/2023 Present
  • 07/2013 → 05/2023
    Full Time Student
    Geneva, IL
  • 06/2019 → 05/2023
    Kdm Investment Management, Inc.
    Geneva, IL
  • 05/2023 → Present
    Kdm Wealth Management, Inc.
    Geneva, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-01
  • S65 Uniform Investment Adviser Law Examination
    2022-08-01
Other Names
  • Max Timothy Martin

View on SEC IAPD

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Other Offices

RHODO WEALTH MANAGEMENT LLC · GENEVA, IL
LONG PLANNING, LLC · GENEVA, IL
LENITY FINANCIAL, INC. · Geneva, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL
MORGAN STANLEY · GENEVA, IL
OSAIC WEALTH, INC. · Geneva, IL
HARBOUR INVESTMENTS, INC. · GENEVA, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL

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