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

&PARTNERS

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

Mar 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

May 16, 2013

First registration

May 20, 2013

Dual registered

yes, broker-dealer

IAPD individual key

6172824

• Occurred

  Aug 29, 2025
  Advisor changed firm

  Samuel John Martin left Raymond James Financial Services Advisors, Inc for &Partners (registered 2025-08-26)

  Form ADVobserved 4 days ago
• Occurred

  Feb 25, 2022
  Advisor changed firm

  Samuel John Martin left Edward Jones for Raymond James Financial Services Advisors, Inc (registered 2022-02-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f90a5d1b-0366-237e-5197-77d29161d8ae

First observed

May 20, 2013

Last observed

Sep 15, 2026 4 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.