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RIA / WealthAdvisorCertified Financial Planner16 years in industry

STEVEN MICHAEL MARTINEZ

Advisor at KINETIC INVESTMENT MANAGEMENT, INC.

Upland, CA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:f7ea16d7-8040-82b7-e185-4c466901ab2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2011 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: KINETIC INVESTMENT MANAGEMENT, INC.
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: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Feb 2, 2011
First registration: Aug 31, 2011
Dual registered: no
Other names: Steven Martinez
IAPD individual key: 5687442

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
KINETIC INVESTMENT MANAGEMENT, INC.	Independent wealth	May 20, 2026	n/a	yes	Upland, CA\|LOS ANGELES, CA	Current employment
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Feb 1, 2019	May 19, 2026	no	Upland, CA\|KENTWOOD, MI	Previous registration
SECURE INVESTMENT MANAGEMENT, LLC	Independent wealth	May 9, 2016	Jan 31, 2019	no	Upland, CA\|TUCSON, AZ	Previous registration
CENTER STREET ADVISORS, INC.	Former SEC adviser	Jun 16, 2015	Apr 28, 2016	no	UPLAND, CA\|NASHVILLE, TN	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jan 27, 2014	Jul 22, 2015	no	UPLAND, CA	Previous registration
PROSPERITY CAPITAL ADVISORS	Independent wealth	Aug 31, 2011	Mar 20, 2013	no	UPLAND, CA	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
REGAL INVESTMENT ADVISORS LLC	KINETIC INVESTMENT MANAGEMENT, INC.	May 19, 2026	May 20, 2026	1	Firm change	Ibd to RIA
SECURE INVESTMENT MANAGEMENT, LLC	REGAL INVESTMENT ADVISORS LLC	Jan 31, 2019	Feb 1, 2019	1	Firm change	RIA to ibd
CENTER STREET ADVISORS, INC.	SECURE INVESTMENT MANAGEMENT, LLC	Apr 28, 2016	May 9, 2016	11	Firm change	Other
BROOKSTONE WEALTH ADVISORS, LLC	CENTER STREET ADVISORS, INC.	Jul 22, 2015	Jun 16, 2015	-36	Firm change after gap	Other
PROSPERITY CAPITAL ADVISORS	BROOKSTONE WEALTH ADVISORS, LLC	Mar 20, 2013	Jan 27, 2014	313	Firm change	Other

Relationships

Registered with (6)

→ KINETIC INVESTMENT MANAGEMENT, INC.Registered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Feb 1, 2019 to May 19, 2026factForm ADV
→ SECURE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 9, 2016 to Jan 31, 2019factForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Jun 16, 2015 to Apr 28, 2016factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 27, 2014 to Jul 22, 2015factForm ADV
→ PROSPERITY CAPITAL ADVISORSRegistered adviserregistration: previous registration
Aug 31, 2011 to Mar 20, 2013factForm ADV

Dated events

Occurred
May 19, 2026
Advisor changed firm
Steven Michael Martinez left Regal Investment Advisors Llc for Kinetic Investment Management, Inc. (registered 2026-05-20)
Form ADVobserved 4 days ago