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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JOSE LUIS MARTIN

Advisor at LIFECRAFT WEALTH MANAGEMENT

SUNRISE, FL

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Search this name across graphsid dfx:ria:4a5d037c-8381-e9c1-c333-fced96ee26eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2004 to Sep 14, 2026

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

Current firm: LIFECRAFT WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 11, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 11, 2003
First registration: Apr 7, 2004
Dual registered: no
IAPD individual key: 4630445

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFECRAFT WEALTH MANAGEMENT	State registered	May 22, 2024	n/a	yes	SUNRISE, FL	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 12, 2013	Apr 29, 2024	no	SUNRISE, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 25, 2006	Jul 5, 2013	no	PLANTATION, FL\|FORT LAUDERDALE, FL\|FT LAUDERDALE, FL\|FORT LAUDERDALE, FL	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 7, 2004	Jan 6, 2006	no	FT. LAUDERDALE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LIFECRAFT WEALTH MANAGEMENT	Apr 29, 2024	May 22, 2024	23	Firm change	Ibd to state RIA
MSI FINANCIAL SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 5, 2013	Jul 12, 2013	7	Firm change	Other
MML INVESTORS SERVICES, LLC	MSI FINANCIAL SERVICES, INC.	Jan 6, 2006	Jan 25, 2006	19	Firm change	Other

Relationships

Registered with (4)

→ LIFECRAFT WEALTH MANAGEMENTRegistered adviserregistration: current employment
May 22, 2024 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 12, 2013 to Apr 29, 2024factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 25, 2006 to Jul 5, 2013factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 7, 2004 to Jan 6, 2006factForm ADV

Dated events

Occurred
Apr 29, 2024
Advisor changed firm
Jose Luis Martin left Cambridge Investment Research Advisors, Inc. for Lifecraft Wealth Management (registered 2024-05-22)
Form ADVobserved 6 days ago