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RIA / WealthAdvisor13 years in industry

ELIZABETH CHRISTINA DE MURO

Advisor at ASCENTIS INDEPENDENT ADVISORS, LLC

Newport Beach, CA | DALLAS, TX

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Search this name across graphsid dfx:ria:50fd1f3d-2e39-d03e-b66f-ad555373a2c9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 12, 2018 to Sep 15, 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: ASCENTIS INDEPENDENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 20, 2018
First registration: Jun 12, 2018
Dual registered: no
Other names: ELIZABETH CHRISTINA MARTINEZ
IAPD individual key: 6618323

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
ASCENTIS INDEPENDENT ADVISORS, LLC	Independent wealth	Sep 6, 2025	n/a	yes	Newport Beach, CA\|DALLAS, TX	Current employment
PROXY FREEDOM	n/a	Aug 10, 2023	Jan 12, 2026	no	WALNUT CREEK, CA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 8, 2020	Aug 9, 2023	no	Long Beach, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 2, 2018	Oct 21, 2020	no	MANHATTAN BEACH, CA\|TORRANCE, CA\|MANHATTAN BEACH, CA	Previous registration
MADRID RETIREMENT ADVISORS	Independent wealth	Jun 12, 2018	Feb 4, 2019	no	MANHATTAN BEACH, CA	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
PROXY FREEDOM	ASCENTIS INDEPENDENT ADVISORS, LLC	Jan 12, 2026	Sep 6, 2025	-128	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	PROXY FREEDOM	Aug 9, 2023	Aug 10, 2023	1	Firm change	Other
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 21, 2020	Oct 8, 2020	-13	Firm change	Ibd to ibd
MADRID RETIREMENT ADVISORS	LPL FINANCIAL LLC	Feb 4, 2019	Nov 2, 2018	-94	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172464:6413:CA:2019-02-04	Feb 4, 2019	Nov 2, 2018	MANHATTAN BEACH, CA	Firm change after gap

Relationships

Registered with (5)

→ ASCENTIS INDEPENDENT ADVISORS, LLCRegistered adviserregistration: current employment
Sep 6, 2025 to presentfactForm ADV
→ PROXY FREEDOMRegistered adviserregistration: previous registration
Aug 10, 2023 to Jan 12, 2026factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 8, 2020 to Aug 9, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 2, 2018 to Oct 21, 2020factForm ADV
→ MADRID RETIREMENT ADVISORSRegistered adviserregistration: previous registration
Jun 12, 2018 to Feb 4, 2019factForm ADV

Dated events

Occurred
Jan 12, 2026
Advisor changed firm
Elizabeth Christina De Muro left Proxy Freedom for Ascentis Independent Advisors, Llc (registered 2025-09-06)
Form ADVobserved 6 days ago
Occurred
Aug 9, 2023
Advisor changed firm
Elizabeth Christina De Muro left Raymond James Financial Services Advisors, Inc for Proxy Freedom (registered 2023-08-10)
Form ADVobserved 6 days ago