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RIA / WealthAdvisor22 years in industry

Michael John Martinez

Advisor at THE PENSION GROUP

DUBLIN, OH

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Search this name across graphsid dfx:ria:e46cff67-ef9e-4091-5f1a-514ecd9c7c30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2004 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: THE PENSION GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 6
Exams: S63|S65
First exam: Dec 27, 2003
First registration: Jan 8, 2004
Dual registered: no
Other names: MICHAEL J MARTINEZ
IAPD individual key: 2978914

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
THE PENSION GROUP	Independent wealth	Apr 6, 2018	n/a	yes	DUBLIN, OH	Current employment
MADISON AVENUE SECURITIES, LLC	Bd affiliated wealth	Oct 12, 2017	Apr 9, 2018	no	Dublin, OH\|SAN DIEGO, CA\|SAN DIEGO, CA\|Dublin, OH	Previous registration
KOVACK ADVISORS, INC.	Bd affiliated wealth	Oct 31, 2014	Sep 29, 2017	no	DUBLIN, OH\|FT. LAUDERDALE, FL	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	May 14, 2012	Nov 3, 2014	no	MILTON, GA\|DUBLIN, OH	Previous registration
MONTICELLO INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 13, 2010	Mar 30, 2012	no	DUBLIN, OH\|NEOSHO, MO	Previous registration
BROOKSTONE INVESTMENT ADVISORY SERVICES	Former SEC adviser	Jun 22, 2007	Mar 24, 2010	no	DUBLIN, OH	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	May 2, 2005	Jun 29, 2007	no	COLUMBUS, OH\|COLUMBUS, OH	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Jan 8, 2004	May 13, 2005	no	COLUMBUS, OH	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
MADISON AVENUE SECURITIES, LLC	THE PENSION GROUP	Apr 9, 2018	Apr 6, 2018	-3	Firm change	RIA to RIA
KOVACK ADVISORS, INC.	MADISON AVENUE SECURITIES, LLC	Sep 29, 2017	Oct 12, 2017	13	Firm change	Other
FSC SECURITIES CORPORATION	KOVACK ADVISORS, INC.	Nov 3, 2014	Oct 31, 2014	-3	Firm change	Other
MONTICELLO INVESTMENT SERVICES, INC.	FSC SECURITIES CORPORATION	Mar 30, 2012	May 14, 2012	45	Firm change	Other
BROOKSTONE INVESTMENT ADVISORY SERVICES	MONTICELLO INVESTMENT SERVICES, INC.	Mar 24, 2010	Aug 13, 2010	142	Firm change	Other
GUNNALLEN FINANCIAL, INC	BROOKSTONE INVESTMENT ADVISORY SERVICES	Jun 29, 2007	Jun 22, 2007	-7	Firm change	Other
SII INVESTMENTS, INC.	GUNNALLEN FINANCIAL, INC	May 13, 2005	May 2, 2005	-11	Firm change	Other

Relationships

Registered with (8)

→ THE PENSION GROUPRegistered adviserregistration: current employment
Apr 6, 2018 to presentfactForm ADV
→ MADISON AVENUE SECURITIES, LLCRegistered adviserregistration: previous registration
Oct 12, 2017 to Apr 9, 2018factForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Oct 31, 2014 to Sep 29, 2017factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 14, 2012 to Nov 3, 2014factForm ADV
→ MONTICELLO INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 13, 2010 to Mar 30, 2012factForm ADV
→ BROOKSTONE INVESTMENT ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 22, 2007 to Mar 24, 2010factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
May 2, 2005 to Jun 29, 2007factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 8, 2004 to May 13, 2005factForm ADV

Dated events

No dated event names this entity yet.