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George P. Martin

PENSERRA SECURITIES
Chicago, IL 60605
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CRD#: 2483974
GM

Professional summary


George Phillip Martin JR is a registered financial professional currently at PENSERRA SECURITIES, LLC located in Chicago, Illinois.

George is registered as a RR (Registered Representative) and started their career in finance in 1996. George has worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 55 and Series 7 exams.

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) - BD


Click below to view George Phillip Martin JR's CRS (Customer Relationship Summary).

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


Current

May 5, 2017 - Present

PENSERRA SECURITIES, LLC

Office #1: 425 South Financial Place Suite 3410, Chicago, IL 60605
BD
CRD#: 145994
Chicago, IL
Past

April 14, 2008 - May 18, 2017

CHEEVERS & COMPANY, LLC

BD
CRD#: 31312
CHICAGO, IL
Past

July 31, 2007 - April 29, 2008

TZERO SECURITIES, LLC

BD
CRD#: 123421
JERSEY CITY, NJ
Past

July 31, 2007 - April 29, 2008

ORDER EXECUTION SERVICES, LLC

BD
CRD#: 118749
NEWARK, NJ
Past

July 31, 2007 - April 29, 2008

SPEEDROUTE LLC

BD
CRD#: 104138
JERSEY CITY, NJ
Past

July 31, 2007 - April 29, 2008

OES BROKERAGE SERVICES, LLC

BD
CRD#: 132351
NEWARK, NJ
Past

September 11, 2003 - August 15, 2011

MTS INVESTMENT ADVISORS, INC.

RIA
CRD#: 126161
CHICAGO, IL
Past

December 9, 2002 - July 6, 2004

BOE SECURITIES INC.

BD
CRD#: 43486
PHILADELPHIA, PA
Past

January 4, 2002 - August 5, 2002

AUTOMATED TRADING DESK SPECIALISTS, LLC

BD
CRD#: 114026
CHICAGO, IL
Past

March 11, 1997 - January 10, 2000

GVR COMPANY

BD
CRD#: 31172
CHICAGO, IL
Past

October 14, 1996 - February 20, 1997

MELVIN SECURITIES, L.L.C.

BD
CRD#: 29767
CHICAGO, IL

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
IAR
Series 66
Date: 9/10/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/9/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Texas, Inc.

Current Firm


PS
PENSERRA SECURITIES, LLC
PENSERRA SECURITIES | PENSERRA SECURITIES, LLC

CRD#: 145994 / SEC#: , 8-67773

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Mailing Address
4 Orinda Way Suite 100-a, Orinda, CA 94563
Phone number
(646) 459-0581
Established
New York since 02/27/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PENSERRA FINANCIAL VENTURES LLCHOLDING COMPANY / MEMBER
CASTELLI, ANTHONY NMNCOO4409925
GEIGER, LEE WILSONFINOP1552293
JOSEPH, ELOIS L'KEKSHACCO5449352
MADRIGAL, JORGE NMNPRESIDENT & CEO / MEMBER3204950

Red Flags


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

Company Information


PENSERRA SECURITIES, LLC

CRD#: 145994Chicago, IL 60605

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