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

GREATER FINANCIAL

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

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S66

First exam

Dec 12, 2020

First registration

Dec 17, 2020

Dual registered

no

Other names

Carolina Alicia Garcia|CAROLINA MARTINEZ

IAPD individual key

7267625

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Carolina Alicia Martinez left Bison Wealth, Llc for Greater Financial (registered 2026-08-07)

  Form ADVobserved 4 days ago
• Occurred

  Dec 31, 2022
  Advisor changed firm

  Carolina Alicia Martinez left The Pacific Financial Group, Inc. for Bison Wealth, Llc (registered 2023-01-18)

  Form ADVobserved 4 days ago
• Occurred

  Jun 3, 2022
  Advisor changed firm

  Carolina Alicia Martinez left Osaic Wealth, Inc. for The Pacific Financial Group, Inc. (registered 2022-05-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c9de47b8-31b9-e9bb-80c8-394205497884

First observed

Dec 17, 2020

Last observed

Sep 14, 2026 5 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.