Trent W. Martensen

CAVU SECURITIES LLC

New York, NY 10017

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CRD#: 7143179

Professional summary

Trent William Martensen, who also goes by Trent Martensen, is a registered financial professional currently at CAVU SECURITIES LLC located in New York, New York.

Trent is registered as a RR (Registered Representative) and started their career in finance in 2019. Trent has worked at 5 firms and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Trent Martensen

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 Trent William Martensen's CRS (Customer Relationship Summary).

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

February 26, 2024 - Present

CAVU SECURITIES LLC

Office #1: 777 Third Avenue Suite 2102, New York, NY 10017

CRD#: 6906

New York, NY

Past

May 18, 2023 - February 15, 2024

TAP SECURITIES LLC

CRD#: 151593

NEW YORK, NY

Past

June 6, 2022 - June 9, 2023

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

August 25, 2021 - June 10, 2022

WELLS FARGO SECURITIES, LLC

CRD#: 126292

New York, NY

Past

November 23, 2020 - April 12, 2021

GORDON DYAL & CO., LLC

CRD#: 284175

NEW YORK, NY

Past

July 25, 2019 - November 5, 2020

WELLS FARGO SECURITIES, LLC

CRD#: 126292

SAN FRANCISCO, CA

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(2/26/2024)

Exams

State Security Law Exam

Series 63

Date: 7/26/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/22/2022

General Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 7/25/2019

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 4/25/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CAVU SECURITIES LLC

CAVU SECURITIES LLC | POINT CAPITAL MARKETS, LLC | POINT CAPITAL MARKETS, INC. | JOHN M. CUNNINGHAM INC. | JOHN M, CUNNINGHAM, INC

CRD#: 6906 / SEC#: , 8-18428

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

777 Third Avenue Suite 2102, New York, NY 10017

Mailing Address

777 Third Avenue Suite 2102, New York, NY 10017

Phone number

(212) 916-3840

Established

Delaware since 08/02/2010

Firm type

Limited Liability Company

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
GPAR HOLDINGS I, LLC	SHAREHOLDER
FLORIDA CAVU, LLC	SHAREHOLDER
LOHWATER, KARL WILLEM	FINANCIAL AND OPERATIONS PRINCIPAL	2684561
MEDINA, NICOLAS ETTORE	CHIEF COMPLIANCE OFFICER	2413385
PARSONS, GREGORY ALLEN	PRESIDENT, CEO,	3148868

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.

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Firm Stability Insights

Trent W. Martensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Trent William Martensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAP SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

WELLS FARGO SECURITIES, LLC

GORDON DYAL & CO., LLC

WELLS FARGO SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/26/2019

Series 7TO

Date: 10/22/2022

Series 79TO

Date: 7/25/2019

SIE

Date: 4/25/2019

FINRA

Current Firm

CAVU SECURITIES LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CAVU SECURITIES LLC

TRUST BUT VERIFY

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