Mark Martin: Annuity Complaint Against Integrity Alliance Advisor

Imperial, Pennsylvania financial advisor Mark Martin (CRD# 1945626) allegedly recommended an annuity whose issuer became insolvent, according to an investor complaint. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Integrity Alliance, doing business as Kuorum Partners.

Mr. Martin’s BrokerCheck profile discloses a recent investor complaint. Filed in November 2024, it alleges that as a representative of Securities Management & Research, he sold an annuity issued by Colorado Bankers Life, which became insolvent. The pending complaint alleges damages of at least $5,000.

Kuorum Partners’ website includes a page describing the services it provides to high-net worth clients and business owners. “Our firm’s abilities are based on trust and time-tested relationships with insurance company and banking partners,” it explains. “Our track-record of never missing a funding commitment is impressive given some of the world events that have transpired over the past 30 years.”

According to the Financial Industry Regulatory Authority, Mark Martin holds 35 years of securities industry experience. Based in Imperial, Pennsylvania, he has been registered as a broker and an investment advisor with Integrity Alliance since 2021, doing business as Kuorum Partners. His past registrations include Seucrities Management & Research (Moon Township, Pennsylvania; 2013-2021), Hornor Townsend & Kent (Moon Township, Pennsylvania; 2004-2013), Securian Financial Services (St. Paul, Minnesota; 1994-2004), and MetLife Securities (Springfield, Massachusetts; 1989-1994). His credentials include the passage of four securities industry qualifying exams: the Securities Industry Essentials Examination, or SIE; the General Securities Representative Examination, or Series 7; the Investment Company Products/Variable Contracts Representative Examination, or Series 6; and the Uniform Securities Agent State Law Examination, or Series 63. He is licensed in Florida, Pennsylvania, and South Carolina. (Information current as of March 5, 2025.)

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