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JM

John E. Martin

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CRD#: 843646
JM

Professional summary


John Earl Martin SR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, John had worked at 12 firms, which includes INTEGRATED TRADING AND INVESTMENTS INC., REGENT CAPITAL GROUP INC., AIS FINANCIAL INC., NATIONAL SECURITIES CORPORATION, LEEB BROKERAGE SERVICES INC., WESTERN INTERNATIONAL SECURITIES INC., NEWPORT COAST SECURITIES INC., AMERICAN INVESTMENT SERVICES INC., NATIONAL CAPITAL TRADING LLC, TRAVIS MORGAN SECURITIES INC., CITIZENS JMP SECURITIES LLC, PLANMEMBER SECURITIES CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Martin | John Earl Martin

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 5, 2012 - May 20, 2013

INTEGRATED TRADING AND INVESTMENTS, INC.

BD
CRD#: 47730
HUNTINGTON BEACH, CA
Past

January 10, 2011 - June 11, 2012

REGENT CAPITAL GROUP, INC.

BD
CRD#: 126881
WESTLAKE VILLAGE, CA
Past

July 11, 2008 - December 31, 2010

AIS FINANCIAL, INC.

BD
CRD#: 41462
WESTLAKE VILLAGE, CA
Past

May 23, 2007 - August 6, 2008

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
SANTA MONICA, CA
Past

November 24, 2004 - May 18, 2007

LEEB BROKERAGE SERVICES, INC.

BD
CRD#: 46195
SANTA MONCIA, CA
Past

February 13, 2004 - November 24, 2004

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

November 21, 2002 - February 26, 2004

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

January 2, 2001 - January 25, 2001

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

November 9, 1998 - November 20, 2002

NATIONAL CAPITAL TRADING, LLC

BD
CRD#: 26078
OKLAHOMA CITY, OK
Past

September 16, 1998 - December 31, 2000

TRAVIS MORGAN SECURITIES INC.

BD
CRD#: 29088
DALLAS, TX
Past

February 7, 1990 - July 23, 1998

CITIZENS JMP SECURITIES, LLC

BD
CRD#: 22208
SAN FRANCISCO, CA
Past

October 28, 1983 - September 15, 1987

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869

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
Series 63
Date: 10/28/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 4/1/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


IT
INTEGRATED TRADING AND INVESTMENTS, INC.
INTEGRATED TRADING AND INVESTMENTS, INC.

CRD#: 47730 / SEC#: , 8-51880

BD
Terminated by SEC on 07/29/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 05/10/1999
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTEGRATED CAPITAL GROUP, INC.CORPORATE HOLDING CO.
COHEN, AARON WILLIAMPRESIDENT/CEO/CCO874379
MORGAN, WILLIAM ARTHURFINOP852925

Disclosures


Regulatory Event1

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


INTEGRATED TRADING AND INVESTMENTS, INC.

CRD#: 47730

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