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KM

Kenneth R. Martin

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CRD#: 1370989
KM

Professional summary


Kenneth Robert Martin was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kenneth is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Kenneth had worked at 5 firms, which includes IBIS SECURITIES LLC, CANTELLA & CO. INC., ALAMO CAPITAL, WESTHOFF CONE & HOLMSTEDT, FIRST CALIFORNIA CAPITAL MARKETS GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

July 17, 1995 - March 4, 2003

IBIS SECURITIES, LLC

BD
CRD#: 38538
WALNUT CREEK, CA
Past

March 31, 1995 - March 25, 1997

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

April 2, 1993 - September 18, 1995

ALAMO CAPITAL

BD
CRD#: 26193
WALNUT CREEK, CA
Past

December 1, 1989 - March 3, 1995

WESTHOFF, CONE & HOLMSTEDT

BD
CRD#: 25502
WALNUT CREEK, CA
Past

January 23, 1986 - October 4, 1989

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116

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


General Industry/Product Exam
RR
Series 7
Date: 7/20/1985
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


IS
IBIS SECURITIES, LLC
CALIFORNIA CAPITAL FINANCE | IBIS SECURITIES, LLC | CALIFORNIA CAPITAL FINANCE, LLC

CRD#: 38538 / SEC#: , 8-48327

BD
Cancelled by SEC on 11/20/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 02/08/1995
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MARTIN, KENNETH ROBERTPRESIDENT & CHIEF COMPLIANCE OFFICER1370989

Disclosures


Regulatory Event1
Civil Event1

Red Flags


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Company Information


IBIS SECURITIES, LLC

CRD#: 38538

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