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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

ISMAEL MARTINEZ NAVARRO

Advisor at LPL FINANCIAL LLC

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:76a65645-673e-3073-5836-0ddf6c7ad8c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 8, 2008 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 5, 2008
First registration: Dec 8, 2008
Dual registered: yes, broker-dealer
Other names: ISMAEL N MARTINEZ|ISMAEL MARTINEZ|ISMAEL MARTINEZ NAVARRO|ISMAEL MARTINEZ|ISMAEL N. MARTINEZ|ISMAEL NAVARRO MARTINEZ
IAPD individual key: 5588842

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
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 1, 2025	n/a	yes	VALENCIA, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2013	Dec 9, 2019	no	NORTH HOLLYWOOD, CA\|NORTH HOLLYWOOD, CA\|VAN NUYS, CA\|SAN FERNANDO, CA\|SYLMAR, CA\|CANYON COUNTRY, CA\|SYLMAR, CA\|SAN FERNANDO, CA\|SANTA CLARITA, CA\|NEWHALL, CA\|NEWHALL, CA\|SANTA CLARITA, CA\|STEVENSON RANCH, CA\|STEVENSON RANCH, CA\|STEVENSON RANCH, CA\|SANTA CLARITA, CA\|SANTA CLARITA, CA\|VALENCIA, CA\|SANTA CLARITA, CA\|STEVENSON RANCH, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 13, 2011	Feb 27, 2013	no	LOS ANGELES, CA\|LOS ANGELES, CA\|RESEDA, CA\|WESTLAKE VILLAGE, CA\|CANOGA PARK, CA\|WESTLAKE VILLAGE, CA\|CHATSWORTH, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Dec 8, 2008	May 28, 2010	no	RESEDA, CA\|PACOIMA, 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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Dec 9, 2019	Jan 1, 2025	1,850	Firm change after gap	Wirehouse to ibd
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 27, 2013	Oct 23, 2013	238	Firm change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	May 28, 2010	Jan 13, 2011	230	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
7691:6413:CA:2019-12-09	Dec 9, 2019	Jan 1, 2025	STEVENSON RANCH, CA	Firm change after gap

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2013 to Dec 9, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 13, 2011 to Feb 27, 2013factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 8, 2008 to May 28, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76a65645-673e-3073-5836-0ddf6c7ad8c7
First observed: Dec 8, 2008
Last observed: Sep 14, 2026 7 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.

ISMAEL MARTINEZ NAVARRO

Advisor at LPL FINANCIAL LLC

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:76a65645-673e-3073-5836-0ddf6c7ad8c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LPL FINANCIAL LLC

Bd affiliated wealth

Jan 1, 2025

n/a

yes

VALENCIA, CA

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Oct 23, 2013

Dec 9, 2019

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 13, 2011

Feb 27, 2013

Previous registration

WELLS FARGO INVESTMENTS, LLC

n/a

Dec 8, 2008

May 28, 2010

RESEDA, CA|PACOIMA, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

Dec 9, 2019

Jan 1, 2025

1,850

Firm change after gap

Wirehouse to ibd

WELLS FARGO ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 27, 2013

Oct 23, 2013

238

Firm change

Wirehouse to wirehouse

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO ADVISORS

May 28, 2010

Jan 13, 2011

230

Firm change

Other

Team

Left

Joined

From

Kind

7691:6413:CA:2019-12-09

Dec 9, 2019

Jan 1, 2025

STEVENSON RANCH, CA

Firm change after gap