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MP

Martin W. Prinz

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CRD#: 1330601
MP

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.

Martin William Prinz, who also goes by Marty Prinz, was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1985. Martin had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marty Prinz

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 22, 1987 - December 31, 2016

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

May 26, 1987 - November 2, 1987

TEXAS SECURITIES, INC.

BD
CRD#: 7655
Past

February 9, 1987 - June 2, 1987

ASHFORD SECURITIES CORPORATION

BD
CRD#: 14172
Past

March 3, 1986 - December 16, 1986

TEXAS INDEPENDENT SECURITIES, INC.

BD
CRD#: 13667
Past

April 30, 1985 - June 12, 1985

SIGMUNDR SECURITIES CORP.

BD
CRD#: 15089
Past

February 7, 1985 - May 28, 1985

UNI-PETRO SECURITIES CORP.

BD
CRD#: 15026

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/21/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EF
EDI FINANCIAL, INC.
EDI FINANCIAL, INC. | R.R. ORR & ASSOCIATES INC. | HIBLER & ORR INC.

CRD#: 15699 / SEC#: , 8-32566

BD
Terminated by SEC on 02/03/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/05/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRINZ, MARTIN WILLIAMPRESIDENT, DIRECTOR, CSO, CCO1330601
DAILY, JAY PATRICKSHAREHOLDER1471899
JOHN, VARKEYFINOP4530162

Disclosures


Regulatory Event11
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EDI FINANCIAL, INC.

CRD#: 15699

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