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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

MARTHA L LANDON

Advisor at STRATEGIC ADVISERS LLC

PHOENIX, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 5, 2005 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: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 11, 1997
First registration: Dec 5, 2005
Dual registered: yes, broker-dealer
Other names: MARTHA LUZ BALTER|MARTHA L GARCIA|MARTHA LUZ GARCIA|MARTHA LUZ BALTER|MARTHA L GARCIA|MARTHA L BALTER|Martha Luz Landon|MARTHA L LANDON|MARTHA LANDON
IAPD individual key: 2902485

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
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	PHOENIX, AZ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 4, 2024	Mar 31, 2025	no	PHOENIX, AZ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Feb 4, 2022	Feb 2, 2023	no	Scottsdale, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 2, 2012	Dec 23, 2021	no	PHOENIX, AZ\|CHANDLER, AZ\|QUEEN CREEK, AZ\|GILBERT, AZ\|PHOENIX, AZ\|GILBERT, AZ\|GILBERT, AZ\|GILBERT, AZ\|PHOENIX, AZ	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Feb 12, 2010	Sep 26, 2012	no	CHANDLER, AZ\|GILBERT, AZ	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Oct 27, 2008	Jan 12, 2010	no	SCOTTSDALE, AZ	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 27, 2008	Jan 12, 2010	no	Scottsdale, AZ	Previous registration
COUNTRYWIDE INVESTMENT SERVICES, INC.	n/a	Feb 4, 2008	Sep 8, 2008	no	GILBERT, AZ	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 5, 2005	Aug 7, 2007	no	PHOENIX, AZ	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
VANGUARD ADVISERS, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 2, 2023	Apr 4, 2024	427	Firm change after gap	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	VANGUARD ADVISERS, INC.	Dec 23, 2021	Feb 4, 2022	43	Firm change	Wirehouse to ibd
HORNOR, TOWNSEND & KENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 26, 2012	Oct 2, 2012	6	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 12, 2010	Oct 27, 2008	-442	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jan 12, 2010	Oct 27, 2008	-442	Firm change after gap	Other
COUNTRYWIDE INVESTMENT SERVICES, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Sep 8, 2008	Oct 27, 2008	49	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	COUNTRYWIDE INVESTMENT SERVICES, INC.	Aug 7, 2007	Feb 4, 2008	181	Firm change	Other

Relationships

Registered with (9)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 4, 2024 to Mar 31, 2025factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Feb 4, 2022 to Feb 2, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 2, 2012 to Dec 23, 2021factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Feb 12, 2010 to Sep 26, 2012factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 27, 2008 to Jan 12, 2010factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 27, 2008 to Jan 12, 2010factForm ADV
→ COUNTRYWIDE INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 4, 2008 to Sep 8, 2008factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 5, 2005 to Aug 7, 2007factForm ADV

Dated events

Occurred
Feb 2, 2023
Advisor changed firm
Martha L Landon left Vanguard Advisers, Inc. for Fidelity Personal And Workplace Advisors (registered 2024-04-04)
Form ADVobserved 6 days ago