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Advisor at MARTINSEN WEALTH MANAGEMENT
TEMPE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MARTINSEN WEALTH MANAGEMENT | Independent wealth | Mar 20, 2026 | n/a | yes | TEMPE, AZ | Current employment |
| TRAJAN WEALTH, L.L.C. | Independent wealth | Apr 16, 2021 | Apr 8, 2026 | no | SCOTTSDALE, AZ|GILBERT, AZ | Previous registration |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Jun 2, 2017 | Apr 8, 2020 | no | Phoenix, AZ | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 23, 2013 | Jun 2, 2017 | no | Prescott, AZ|Scottsdale, AZ | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jun 8, 2010 | Sep 26, 2013 | no | PHOENIX, AZ | Previous registration |
| TMD & ASSOCIATES, INC. | Former SEC adviser | Nov 24, 2008 | May 24, 2010 | no | PHOENIX, AZ | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Aug 21, 2008 | Sep 5, 2008 | no | MESA, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRAJAN WEALTH, L.L.C. | MARTINSEN WEALTH MANAGEMENT | Apr 8, 2026 | Mar 20, 2026 | -19 | Firm change | RIA to RIA |
| SCHWAB WEALTH ADVISORY, INC. | TRAJAN WEALTH, L.L.C. | Apr 8, 2020 | Apr 16, 2021 | 373 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Jun 2, 2017 | Jun 2, 2017 | 0 | Channel change | Other |
| USAA FINANCIAL PLANNING SERVICES | CHARLES SCHWAB & CO., INC. | Sep 26, 2013 | Oct 23, 2013 | 27 | Firm change | Other |
| TMD & ASSOCIATES, INC. | USAA FINANCIAL PLANNING SERVICES | May 24, 2010 | Jun 8, 2010 | 15 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | TMD & ASSOCIATES, INC. | Sep 5, 2008 | Nov 24, 2008 | 80 | Firm change | Other |