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MW

Martin T. Weber

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CRD#: 3029372
MW

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 Thomas Weber was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1998. Martin had worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE 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)


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

April 15, 2022 - December 9, 2024

SKYVIEW INVESTMENT BANKING

BD
CRD#: 135073
MANHATTAN BEACH, CA
Past

March 4, 2020 - June 8, 2020

BROKERBANK SECURITIES, INC.

BD
CRD#: 130116
Eden Prairie, MN
Past

March 27, 2017 - March 8, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

May 29, 2014 - March 8, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
BLAINE, MN
Past

December 11, 2006 - May 12, 2014

FELTL & COMPANY

BD
CRD#: 6905
MINNETONKA, MN
Past

March 19, 1998 - December 11, 2006

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNETONKA, MN

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: 3/27/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SKYVIEW INVESTMENT BANKING
GRAND AVENUE CAPITAL PARTNERS, LLC | SKYVIEW INVESTMENT BANKING

CRD#: 135073 / SEC#: , 8-66888

BD
Terminated by SEC on 02/07/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 11/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SKYVIEW LEGACY PARTNERS, LLCMEMBER
ESANNASON, CARLO YVANCHIEF COMPLIANCE OFFICER4869110
MORGAN, WILLIAM ARTHURFINOP852925

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


SKYVIEW INVESTMENT BANKING

CRD#: 135073

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