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RIA / WealthAdvisor26 years in industry

MARTIN EDWARD LEE

Advisor at CHURCH ORGANIZERS FOUNDATION

MASON, MI

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Search this name across graphsid dfx:ria:94cd9685-7234-bcd1-c258-85ee51ac1856

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2000 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: CHURCH ORGANIZERS FOUNDATION
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: Dec 20, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 20, 1999
First registration: Jan 24, 2000
Dual registered: no
Other names: MARTIN LEE SCHROEDER
IAPD individual key: 4024387

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
CHURCH ORGANIZERS FOUNDATION	State registered	Jan 2, 2026	n/a	yes	MASON, MI	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 7, 2014	Jun 22, 2016	no	MASON, MI\|SAN DIEGO, CA\|MASON, MI	Previous registration
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Apr 13, 2010	Dec 23, 2013	no	GREENSBURG, PA	Previous registration
Spc	Bd affiliated wealth	Oct 29, 2007	Dec 8, 2009	no	MASON, MI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 9, 2002	Nov 21, 2007	no	RIVERSIDE, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 24, 2000	Oct 1, 2002	no	RIVERSIDE, 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
LPL FINANCIAL LLC	CHURCH ORGANIZERS FOUNDATION	Jun 22, 2016	Jan 2, 2026	3,481	Firm change after gap	Other
TRUSTMONT ADVISORY GROUP, INC.	LPL FINANCIAL LLC	Dec 23, 2013	Jan 7, 2014	15	Firm change	Other
Spc	TRUSTMONT ADVISORY GROUP, INC.	Dec 8, 2009	Apr 13, 2010	126	Firm change	Other
LPL FINANCIAL LLC	Spc	Nov 21, 2007	Oct 29, 2007	-23	Firm change	Other
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	Oct 1, 2002	Sep 9, 2002	-22	Firm change	Other

Relationships

Registered with (5)

→ CHURCH ORGANIZERS FOUNDATIONRegistered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 7, 2014 to Jun 22, 2016factForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Apr 13, 2010 to Dec 23, 2013factForm ADV
→ SPCRegistered adviserregistration: previous registration
Oct 29, 2007 to Dec 8, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 24, 2000 to Oct 1, 2002factForm ADV

Dated events

No dated event names this entity yet.