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Advisor at MARTIN & COMPANY
VALENCIA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MARTIN & COMPANY | No RAUM reported | Jun 16, 2026 | n/a | yes | VALENCIA, CA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Sep 5, 2025 | Jun 24, 2026 | no | VALENCIA, CA|NORTHRIDGE, CA | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jun 13, 2017 | Sep 5, 2025 | no | Valencia, CA|Northridge, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | MARTIN & COMPANY | Jun 24, 2026 | Jun 16, 2026 | -8 | Firm change | Ibd to new firm |
| AVANTAX ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | Sep 5, 2025 | Sep 5, 2025 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105644:342180:CA:2026-06-23 | Jun 24, 2026 | Jun 16, 2026 | NORTHRIDGE, CA | Firm change |