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Joseph J Martin Iii

VELOX CLEARING
MIAMI, FL
·CRD# 7304542·5 years experience

Professional Summary

Joseph J Martin III, who also goes by Joseph J Martin, Joseph James Martin III, is a registered financial advisor currently at VELOX CLEARING LLC located in Miami, Florida. Joseph is registered as a RR (Registered Representative) and started their career in finance in 2021. Joseph has worked at 3 firms and has passed the Series 27 exam.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joseph J Martin, Joseph James Martin Iii

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

VELOX CLEARING LLC·CRD# 290215
BD
600 Brickell Avenue Suite 2800, Miami, FL 33131
October 31, 2024 - Present
TIMBREL CAPITAL, LLC·CRD# 298131
BD
Atlanta, GA
March 19, 2021 - May 22, 2024
THE STRATEGIC FINANCIAL ALLIANCE, INC.·CRD# 126514
BD
Atlanta, GA
January 22, 2021 - May 22, 2024

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Current Firm

VC
VELOX CLEARING LLC

VELOX CLEARING LLC

CRD#: 290215 / SEC#: 8-70017
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

600 Brickell Avenue Suite 2800, Miami, FL 33131

Mailing Address

600 Brickell Avenue Suite 2800, Miami, FL 33131

Phone Number

(866) 808-3569

Established

Nevada since 08/09/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VELOX HOLDINGS INCHOLDING COMPANY—
ARCHEY, CLAYCCO/AMLCO3248177
LI, XIANGINTERIM COO/POO7962009
MARTIN, JOSEPH J IIICFO/PFO7304542
TANG, ZHENXINGCEO5272681
TANG, ZHENXINGCRO5272681

Disclosures

Regulatory Event

4

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 27 — Financial and Operations Principal Examination

Passed Jan 2021About the Series 27 exam
Cboe BYX Exchange, Inc.
SRO Registrations
Cboe BZX Exchange, Inc.
SRO Registrations
Cboe EDGA Exchange, Inc.
SRO Registrations
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
Investors' Exchange LLC
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Joseph J Martin III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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