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MC

Martin L. Cunningham

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CRD#: 4323026
MC

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 L Cunningham, CFP®, who also goes by Martin L Cunningham, Martin L. Cunningham, was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 2010. Martin had worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Martin L Cunningham | Martin L. Cunningham

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.
Owner of Quiver & Arrow Insurance LLC, INDEPENDENT INSURANCE AGENT, 5+ HRS/MTH,DURING TRD/HRS Owner of QUIVER & ARROW,LLC DBA LIBERTY TAX SERVICE, NOT INV REL,120 S YORK ROAD, HATBORO, PA 19040, TAX PREP,OWNER,11/01/2020, LESS THAN 5/HR WK HOWEVER Q1 (JAN, FEB,MAR) IS TAX SEASON AND DURING THIS TIME IT WILL BE 10+ HRS A WEEK,OVERSEE BUSINESS ASPECTS, HAS A TEAM WHO DOES THE TAX PREPARING*QUIVER & ARROW, LLC /DBA LIBERTY TAX,120 S YORK RD,HATBORO,PA19040,09/30/2021, and 4839 East St Rd Feasterville-Trevose, PA 19053 01/01/2023 Quiver & Arrow Consulting LLC, Consultant, 5+ HRS/MTH,DURING TRD/HRS

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®
CFP®

Experience


Past

July 25, 2022 - December 31, 2024

QUIVER & ARROW FINANCIAL SERVICES

RIA
CRD#: 321855
AMBLER, PA
Past

June 22, 2021 - April 29, 2022

EQUITY SERVICES, INC.

BD
CRD#: 265
MEDIA, PA
Past

June 17, 2021 - April 29, 2022

EQUITY SERVICES, INC.

RIA
CRD#: 265
MEDIA, PA
Past

January 3, 2018 - June 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GLENSIDE, PA
Past

January 3, 2018 - June 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GLENSIDE, PA
Past

January 16, 2017 - December 21, 2017

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
HUNTINGDON VALLEY, PA
Past

January 16, 2017 - December 21, 2017

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
HUNTINGDON VALLEY, PA
Past

March 4, 2015 - January 9, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BALA CYNWYD, PA
Past

March 4, 2015 - January 9, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BALA CYNWYD, PA
Past

September 5, 2014 - February 27, 2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
BLUE BELL, PA
Past

June 23, 2014 - February 27, 2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
BLUE BELL, PA
Past

March 8, 2010 - April 1, 2010

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA

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: 7/18/2014
Uniform Combined State Law Examination
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


Q&
QUIVER & ARROW FINANCIAL SERVICES
QUIVER & ARROW FINANCIAL | QUIVER & ARROW FINANCIAL SERVICES LLC | QUIVER & ARROW FINANCIAL SERVICES

CRD#: 321855 / SEC#:

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Contact information


Main Address
1038 Springhouse Dr, Ambler, PA 19002
Mailing Address
Phone number
(215) 779-3158
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


QUIVER & ARROW FINANCIAL SERVICES

CRD#: 321855

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