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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

EDWIN MARTINEZ

Advisor at BANKERS LIFE ADVISORY SERVICES, INC.

Woodstock, GA | CHICAGO, IL

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Search this name across graphsid dfx:ria:c2216fe3-46db-90ed-e251-c08fcca84980

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2010 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: BANKERS LIFE ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 11, 2017
First registration: Jan 12, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 4268255

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
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 30, 2017	n/a	yes	CHICAGO, IL\|Woodstock, GA	Current employment
MERRIMAC CORPORATE SECURITIES, INC.	n/a	Jul 17, 2012	Jul 24, 2013	no	ALTAMONTE SPRINGS, FL	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 1, 2010	May 23, 2012	no	ORLANDO, FL\|ORLANDO, FL\|WINTER PARK, FL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 12, 2010	Aug 31, 2010	no	NEW PORT RICHEY, FL\|BRANDON, FL\|CLEARWATER, FL\|ORLANDO, FL\|TAMPA, FL\|SARASOTA, FL\|BROOKSVILLE, FL\|WESLEY CHAPEL, FL\|SARASOTA, FL\|LAKELAND, FL\|TAMPA, FL\|HOLIDAY, FL\|TARPON SPRINGS, FL\|TAMPA, FL\|TAMPA, FL\|LAND O LAKES, FL\|TAMPA, FL\|ST. PETERSBURG, FL\|TAMPA, FL\|NEW PORT RICHEY, FL\|ORLANDO, FL\|ORLANDO, FL\|SAINT PETERSBURG, FL\|SPRING HILL, FL\|BRADENTON, FL\|CLEARWATER, FL\|LAKELAND, FL\|SARASOTA, FL\|ORLANDO, FL\|TAMPA, FL\|LARGO, FL\|ORLANDO, FL\|PINELLAS PARK, FL\|VENICE, FL\|WINTER HAVEN, FL\|ORLANDO, FL\|TAMPA, FL\|ORLANDO, FL\|ORLANDO, FL\|PINELLAS PARK, FL\|PINELLAS PARK, FL\|ST. PETERSBURG, FL\|VALRICO, FL\|ORLANDO, FL	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
MERRIMAC CORPORATE SECURITIES, INC.	BANKERS LIFE ADVISORY SERVICES, INC.	Jul 24, 2013	Nov 30, 2017	1,590	Firm change after gap	Other
WOODBURY FINANCIAL SERVICES, INC.	MERRIMAC CORPORATE SECURITIES, INC.	May 23, 2012	Jul 17, 2012	55	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	WOODBURY FINANCIAL SERVICES, INC.	Aug 31, 2010	Dec 1, 2010	92	Firm change	Other

Relationships

Registered with (4)

→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Nov 30, 2017 to presentfactForm ADV
→ MERRIMAC CORPORATE SECURITIES, INC.Registered adviserregistration: previous registration
Jul 17, 2012 to Jul 24, 2013factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 1, 2010 to May 23, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 12, 2010 to Aug 31, 2010factForm ADV

Dated events

No dated event names this entity yet.