Timothy Martin has been an investment adviser representative at PeakValley Wealth since May 2023, and is not listed among the firm’s executive officers or direct owners. Timothy Martin holds a Degree in Electrical Engineering from Virginia Military Institute.
Peakvalley Wealth, LLC is a Roanoke, VA firm with $130M under management, 169 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Tim Martin is Financial Planner of PeakValley Wealth. Tim joined the firm in 2023. Before that, he spent four years in the US Air Force and then worked in Christian ministry as a pastor.
- Peakvalley Wealth, LLCCurrent– present · 3 yearsRoanoke, VA · Adviser representative · Firm CRD 165542
Investment adviser representative registrations
Timothy Martin is registered as an investment adviser representative in 2 states. Each was approved in May 2023.
- VirginiaSince 2 May 2023
- West VirginiaSince 5 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 2023 |
| SIE | Securities Industry Essentials Examination | 28 October 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Timothy Edward Martin
- CRD
- 7733064
- Firm
- PeakValley Wealth · CRD 165542
- Office
- 2762 ELECTRIC ROAD, SUITE C, Roanoke, VA 24018
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peakvalleywealth.com
Where does Timothy Martin work?
Timothy Martin is an investment adviser representative registered through Peakvalley Wealth, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Martin a financial advisor?
Yes. Timothy Martin has a current investment-adviser registration in Virginia and West Virginia, through PeakValley Wealth since May 2023.
How many years of experience does Timothy Martin have?
Timothy Martin has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Timothy Martin passed?
Timothy Martin has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in October 2020.
Where is Timothy Martin based?
Timothy Martin’s registered office is in Roanoke, VA.
Is Timothy Martin registered with FINRA?
No. Timothy Martin has no current broker registration.
How can I verify Timothy Martin’s record?
Search CRD 7733064 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Martin’s full registration record.
