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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

MARTIN & COMPANY

MARTIN ADVISORS LLC, CRD 342180

VALENCIA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d90fcf5-9541-0d80-ca8d-02d36cb9b3ce

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 16, 2026 to Jun 16, 2026
1 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

4 advisors left Cetera Investment Advisers LLC (Valencia, CA) for Martin & Company a day apart

Dated 2026-06-23 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

MARTIN & COMPANY · destination firm

Advisor Recruiting IntelligenceJun 23, 2026 · seen 5 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-06-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 4
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-136508
CRD: 342180
Filings on the tape: 1
First filed: Jun 16, 2026
Latest filed: Jun 16, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
BRIAN JOHN MARTIN	n/a	VALENCIA, CA	19	2	no
Bret Schultz	Certified Financial Planner	VALENCIA, CA	10	2	no
Ida Rebeca Jardines	n/a	VALENCIA, CA	14	2	no
STEPHEN KENYON JOHNS	n/a	VALENCIA, CA	15	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHNS, STEPHEN, KENYON	Cco	Na	yes	06/2026	Jun 16, 2026	Jun 16, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	4	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA INVESTMENT ADVISERS LLC	4	Jun 23, 2026	Jun 16, 2026	VALENCIA, CA	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (4)

← STEPHEN KENYON JOHNSAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← BRIAN JOHN MARTINAdvisorregistration: current employment
Jun 15, 2026 to presentfactForm ADV
← Bret SchultzAdvisorregistration: current employment
Jun 15, 2026 to presentfactForm ADV
← Ida Rebeca JardinesAdvisorregistration: current employment
Jun 15, 2026 to presentfactForm ADV

Controls (1)

← JOHNS, STEPHEN, KENYONOwnerCCO, ownership code NA, individual
Jun 16, 2026 to presentfactForm ADV

Moved with (1)

← CETERA INVESTMENT ADVISERS LLCRegistered adviser4 advisors, team lift out
Jun 23, 2026 to Jun 16, 2026factForm ADV

Dated events

Occurred
Jun 23, 2026
Team lift-out
4 advisors left Cetera Investment Advisers LLC (Valencia, CA) for Martin & Company a day apart
Form ADVobserved 5 days ago
4 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d90fcf5-9541-0d80-ca8d-02d36cb9b3ce
First observed: Jun 16, 2026
Last observed: Jun 16, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARTIN & COMPANY

MARTIN ADVISORS LLC, CRD 342180

VALENCIA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d90fcf5-9541-0d80-ca8d-02d36cb9b3ce

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN JOHN MARTIN

n/a

VALENCIA, CA

Bret Schultz

Certified Financial Planner

VALENCIA, CA

Ida Rebeca Jardines

n/a

VALENCIA, CA

STEPHEN KENYON JOHNS

n/a

VALENCIA, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNS, STEPHEN, KENYON

Cco

yes

06/2026

Jun 16, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA INVESTMENT ADVISERS LLC

Jun 23, 2026

Jun 16, 2026

VALENCIA, CA

Team lift out

Ibd to new firm

0.0%