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

MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC

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

May 21, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

May 21, 1987

Dual registered

yes, broker-dealer

IAPD individual key

1663857

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d5134c16-3e53-becf-b5c8-4781a415a963

First observed

May 21, 1987

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.