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

EXPAND FINANCIAL, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 24, 2022

First registration

Jan 26, 2022

Dual registered

no

Other names

Ryan Martinez|Toby L. Martinez

IAPD individual key

7027183

• Occurred

  Nov 13, 2025
  Advisor changed firm

  Toby Ryan Martinez left Dimensional Fund Advisors Lp for Expand Financial, Llc (registered 2025-11-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b0d80f4a-44cd-3dc1-ce82-234df071a6ca

First observed

Jan 26, 2022

Last observed

Sep 15, 2026 4 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.