STEVEN ROGER MARTIN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with FORUM FINANCIAL MANAGEMENT, LP.
| Firm | From | To | Current |
|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT, LP | 2019-09-17 | present | Yes |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2014-11-04 | 2019-06-10 | — |
| WOLF FINANCIAL MANAGEMENT, LLC | 2010-11-11 | 2015-10-30 | — |
| WOLF FINANCIAL MANAGEMENT, LLC | 2010-11-11 | 2014-12-31 | — |
| ONYX WEALTH ADVISORS, INC. | 2009-07-13 | 2010-11-12 | — |
| BEACON FINANCIAL PLANNING SERVICES, LTD | 2003-04-09 | 2007-12-31 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2003-04-08 | 2009-07-13 | — |