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.

Current firm

EMBARK FINANCIAL PARTNERS

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

Jun 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

3

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Apr 1, 2019

First registration

Sep 8, 2020

Dual registered

yes, broker-dealer

Other names

Eric D Martinez

IAPD individual key

7057469

• Occurred

  Sep 3, 2024
  Advisor changed firm

  Eric Daniel Martinez left American Century Investments Private Client Group, Inc. for Lpl Financial Llc (registered 2024-08-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:697de307-e783-aabf-7b00-37efcdb6ace2

First observed

Sep 8, 2020

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed 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.