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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

FRANCISCO CHUCK MARTINEZ

Advisor at CREATIVEONE SECURITIES, LLC

Bethesda, MD | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:e0718bf8-496e-fb9f-bbf0-93ce334c4f65

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 6, 2008 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: CREATIVEONE SECURITIES, LLC
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: Aug 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 5, 2008
First registration: Aug 6, 2008
Dual registered: yes, broker-dealer
Other names: CHUCK MARTINEZ
IAPD individual key: 5524755

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
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Apr 13, 2011	n/a	yes	OVERLAND PARK, KS\|OVERLAND PARK, KS\|Bethesda, MD	Current employment
FOUNDERS FINANCIAL SECURITIES, LLC	Independent wealth	Mar 4, 2010	Dec 31, 2010	no	ROCKVILLE, MD\|TOWSON, MD\|ROCKVILLE, MD	Previous registration
INVESTMENT ADVISORS CORP	Former SEC adviser	May 28, 2009	Nov 17, 2009	no	MILLERSVILLE, MD	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 6, 2008	Apr 7, 2009	no	FALLS CHURCH, VA	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
FOUNDERS FINANCIAL SECURITIES, LLC	CREATIVEONE SECURITIES, LLC	Dec 31, 2010	Apr 13, 2011	103	Firm change	Other
INVESTMENT ADVISORS CORP	FOUNDERS FINANCIAL SECURITIES, LLC	Nov 17, 2009	Mar 4, 2010	107	Firm change	Other
EQUITABLE ADVISORS, LLC	INVESTMENT ADVISORS CORP	Apr 7, 2009	May 28, 2009	51	Firm change	Other

Relationships

Registered with (4)

→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: current employment
Apr 13, 2011 to presentfactForm ADV
→ FOUNDERS FINANCIAL SECURITIES, LLCRegistered adviserregistration: previous registration
Mar 4, 2010 to Dec 31, 2010factForm ADV
→ INVESTMENT ADVISORS CORPRegistered adviserregistration: previous registration
May 28, 2009 to Nov 17, 2009factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 6, 2008 to Apr 7, 2009factForm ADV

Dated events

No dated event names this entity yet.