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RIA / WealthAdvisor31 years in industry

PEDRO ANTONIO MARTINEZ

Advisor at INSIGHT FINANCIAL SERVICES

OVERLAND PARK, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 6, 1995 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: INSIGHT FINANCIAL SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Exams: S63|S65
First exam: Mar 10, 1995
First registration: Dec 6, 1995
Dual registered: no
Other names: PETE MARTINEZ
IAPD individual key: 2557989

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
INSIGHT FINANCIAL SERVICES	Independent wealth	Sep 29, 2008	n/a	yes	OVERLAND PARK, KS	Current employment
GLIDEPATH ADVISORS	n/a	May 12, 2006	Oct 18, 2006	no	OLATHE, KS	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Apr 13, 2006	Nov 13, 2017	no	LOS ANGELES, CA\|OVERLAND, KS\|LAS VEGAS, NV	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Feb 8, 2002	Apr 13, 2006	no	OVERLAND PARK, KS	Previous registration
CREATIVE PLANNING	Independent wealth	Dec 6, 1995	Mar 27, 2003	no	OVERLAND PARK, KS	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
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	GLIDEPATH ADVISORS	Nov 13, 2017	May 12, 2006	-4,203	Firm change after gap	Other
GLIDEPATH ADVISORS	INSIGHT FINANCIAL SERVICES	Oct 18, 2006	Sep 29, 2008	712	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Apr 13, 2006	Apr 13, 2006	0	Firm change	Other
CREATIVE PLANNING	NEW ENGLAND SECURITIES CORPORATION	Mar 27, 2003	Feb 8, 2002	-412	Firm change after gap	Other

Relationships

Registered with (5)

→ INSIGHT FINANCIAL SERVICESRegistered adviserregistration: current employment
Sep 29, 2008 to presentfactForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Apr 13, 2006 to Nov 13, 2017factForm ADV
→ GLIDEPATH ADVISORSRegistered adviserregistration: previous registration
May 12, 2006 to Oct 18, 2006factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 8, 2002 to Apr 13, 2006factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Dec 6, 1995 to Mar 27, 2003factForm ADV

Dated events

No dated event names this entity yet.