# STEVEN ROGER MARTIN

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FORUM FINANCIAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/145706) | 2019-09-17 | present | Yes |
| [FORVIS MAZARS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/110905) | 2014-11-04 | 2019-06-10 | — |
| [WOLF FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/44225) | 2010-11-11 | 2015-10-30 | — |
| [WOLF FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/44225) | 2010-11-11 | 2014-12-31 | — |
| [ONYX WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/119558) | 2009-07-13 | 2010-11-12 | — |
| [BEACON FINANCIAL PLANNING SERVICES, LTD](https://search.stillhousedata.com/firm/118354) | 2003-04-09 | 2007-12-31 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2003-04-08 | 2009-07-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4624553)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4624553.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.