Donald F. Martin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald Frederic Martin, who also goes by Don Martin, Donald Frederick Martin, Donald Fredric Martin, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1984. Donald had worked at 14 firms and has passed the Series 65, Series 63, Series 22, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 15, 2008 - December 31, 2022
WEALTH STRATEGIES GROUP OF VIRGINIA
June 16, 2008 - December 2, 2008
ENVISION INVESTMENT ADVISORS, LLC
February 28, 2007 - June 24, 2008
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 27, 2007 - February 27, 2007
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 27, 2007 - June 24, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
September 20, 2006 - February 27, 2007
SSN ADVISORY, INC.
July 17, 2006 - February 27, 2007
SECURITIES SERVICE NETWORK, LLC
September 19, 2002 - July 17, 2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
September 9, 2002 - July 17, 2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
July 13, 2000 - September 4, 2002
WALNUT STREET ADVISERS INC
June 23, 2000 - September 3, 2002
WALNUT STREET SECURITIES, INC.
September 19, 1997 - June 22, 2000
SUNSET FINANCIAL SERVICES, INC.
May 13, 1996 - September 11, 1997
1717 CAPITAL MANAGEMENT COMPANY
February 5, 1991 - April 24, 1996
INVESTORS SECURITY COMPANY, INC.
September 16, 1986 - February 5, 1991
GROVE POINT INVESTMENTS, LLC
October 30, 1984 - September 23, 1986
CONSECO FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WEALTH STRATEGIES GROUP OF VIRGINIA
CRD#: 148436 / SEC#:
Contact information
Red Flags
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