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JM

Joseph J. Martin

VELOX CLEARING
Miami, FL 33131
CRD#: 7304542
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JM
Joseph J Martin IIIVELOX CLEARING

Professional summary


Joseph J Martin III, who also goes by Joseph J Martin, Joseph James Martin III, is a registered financial professional 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.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph J Martin | Joseph James Martin Iii

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 Joseph J Martin III'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

October 31, 2024 - Present

VELOX CLEARING LLC

Office #1: 600 Brickell Avenue Suite 2800, Miami, FL 33131
BD
CRD#: 290215
Miami, FL
Past

March 19, 2021 - May 22, 2024

TIMBREL CAPITAL, LLC

BD
CRD#: 298131
ATLANTA, GA
Past

January 22, 2021 - May 22, 2024

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
ATLANTA, GA

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


Principal/Supervisory Exam
RR
Series 27
Date: 1/22/2021
Financial and Operations Principal Examination
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


VC
VELOX CLEARING LLC
VELOX CLEARING LLC

CRD#: 290215 / SEC#: , 8-70017

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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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
# of Employees

FINRA licenses (52 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VELOX HOLDINGS INCHOLDING COMPANY
COOK, CHRISTOPHER JOSEPHCEO/CCO2800929
DU, MINGZHECOO/POO7353052
MARTIN, JOSEPH J IIICFO/PFO7304542
TANG, ZHENXINGCRO5272681

Disclosures


Regulatory Event3

Red Flags


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

Company Information


VELOX CLEARING LLC

CRD#: 290215Miami, FL 33131

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