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Kevin Martin

Investment adviser representative at Ark Wealth Advisors in Yorba Linda, CA

Investment adviser registrationUpdated

Kevin Martin is an investment adviser representative at Ark Wealth Advisors, LLC, an investment adviser managing $118M, and works from its Yorba Linda, CA office. Kevin Martin has been registered through Ark Wealth Advisors since 31 August 2026, has 14 years in the industry across 6 firms and has passed the Series 7, Series 66, Series 55 and Series 24.

14
Years in industry
0
Years at firm
6
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kevin Martin has been an investment adviser representative at Ark Wealth Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners.

Ark Wealth Advisors, LLC is a Yorba Linda, CA firm with $118M under management, 221 clients and 1 adviser in one office, as of its March 2026 filing.

Kevin Martin’s longest registration was 10 years at Curve Capital LLC (2013–2023). Before joining Ark Wealth Advisors in 2026, Kevin Martin was registered through Bridge Capital Consulting, LLC and Curve Capital LLC.

  1. – present · under a year
    Yorba Linda, CA · Adviser representative · Firm CRD 309396
  2. Bridge Capital Consulting, LLC
    – · under a year
    Yorba Linda, CA · Adviser representative · Firm CRD 283663
  3. Curve Capital LLC
    – · 10 years
    Newport Beach, CA · Adviser representative · Firm CRD 166408
  4. LPL Financial LLC
    – · 2 years
    Rancho St. Margarita, CA · Adviser representative · Firm CRD 6413
  5. Private Equity Advisors, Inc.
    – · under a year
    Irvine, CA · Adviser representative · Firm CRD 144843
  6. A. G. Edwards & Sons, Inc.
    – · under a year
    San Juan Capistrano, CA · Adviser representative · Firm CRD 4

Credentials and registrations

Investment adviser representative registrations

Kevin Martin is registered as an investment adviser representative in California, since August 2026.

  • CaliforniaSince 31 August 2026

Examinations

Series 2416 January 2009
Name
General Securities Principal Examination
Series 5518 August 2008
Name
Limited Representative-Equity Trader Exam
Series 6618 May 2007
Name
Uniform Combined State Law Examination
Series 74 May 2007
Name
General Securities Representative Examination

Key facts

Full name
Kevin Joseph Martin
CRD
5306819
Firm
Ark Wealth Advisors · CRD 309396
Office
3960 PROSPECT AVENUE, SUITE A, Yorba Linda, CA 92886
Registration
Investment adviser registration
In the industry since
September 2012
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kevin Martin work?

Kevin Martin is an investment adviser representative registered through Ark Wealth Advisors, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Kevin Martin a financial advisor?

Yes. Kevin Martin has a current investment-adviser registration in California, through Ark Wealth Advisors since August 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kevin Martin have?

Kevin Martin has 14 years in the financial industry, since September 2012, across 6 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Kevin Martin passed?

Kevin Martin has passed 4 licensing exams: the Series 7, Series 66, Series 55 and Series 24. The earliest, the Series 7, was passed in May 2007.

Source: IAPD individual record, checked 22 October 2026

Where did Kevin Martin work before Ark Wealth Advisors?

Before Ark Wealth Advisors, Kevin Martin was registered through Bridge Capital Consulting, LLC, December 2025 to July 2026; Curve Capital LLC, January 2013 to December 2023; LPL Financial LLC, November 2010 to February 2013; Private Equity Advisors, Inc., November 2007 to January 2008; A. G. Edwards & Sons, Inc., May 2007 to July 2007.

Source: IAPD individual record, checked 22 October 2026

Where is Kevin Martin based?

Kevin Martin’s registered office is in Yorba Linda, CA.

Source: IAPD individual record, checked 22 October 2026

Is Kevin Martin registered with FINRA?

No. Kevin Martin has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kevin Martin’s record?

Search CRD 5306819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Martin’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Ark Wealth Advisors

Sources

  1. IAPD individual record, CRD 5306819, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ark Wealth Advisors, LLC, filed 11 March 2026. Executive officers and direct owners; this person is not among them.