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RIA / WealthAdvisorCertified Financial Planner37 years in industry

BRIAN EUGENE MARTIN

Advisor at STRATEGIC WEALTH PARTNERS, LTD.

INDIANAPOLIS, IN | INDEPENDENCE, OH

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Search this name across graphsid dfx:ria:fa25b200-4bf3-b145-5c0a-69393cca06d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 1, 2001 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: STRATEGIC WEALTH PARTNERS, LTD.
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: Sep 26, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 26, 1988
First registration: Feb 1, 2001
Dual registered: no
IAPD individual key: 1866868

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
STRATEGIC WEALTH PARTNERS, LTD.	Independent wealth	Sep 29, 2023	n/a	yes	INDEPENDENCE, OH\|INDIANAPOLIS, IN	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 14, 2015	Sep 21, 2023	no	INDIANAPOLIS, IN	Previous registration
CFG WEALTH MANAGEMENT SERVICES INC	Independent wealth	Oct 27, 2015	Dec 11, 2015	no	INDIANAPOLIS, IN	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Oct 1, 2004	Jul 6, 2015	no	INDIANAPOLIS, IN	Previous registration
OSAIC FA, INC.	Former SEC adviser	Feb 1, 2001	Oct 14, 2004	no	INDIANAPOLIS, IN	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
SECURITIES AMERICA ADVISORS, INC.	STRATEGIC WEALTH PARTNERS, LTD.	Sep 21, 2023	Sep 29, 2023	8	Firm change	Ibd to RIA
CFG WEALTH MANAGEMENT SERVICES INC	SECURITIES AMERICA ADVISORS, INC.	Dec 11, 2015	Dec 14, 2015	3	Firm change	Other
1ST GLOBAL ADVISORS INC	CFG WEALTH MANAGEMENT SERVICES INC	Jul 6, 2015	Oct 27, 2015	113	Firm change	Other
OSAIC FA, INC.	1ST GLOBAL ADVISORS INC	Oct 14, 2004	Oct 1, 2004	-13	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC WEALTH PARTNERS, LTD.Registered adviserregistration: current employment
Sep 29, 2023 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 14, 2015 to Sep 21, 2023factForm ADV
→ CFG WEALTH MANAGEMENT SERVICES INCRegistered adviserregistration: previous registration
Oct 27, 2015 to Dec 11, 2015factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Oct 1, 2004 to Jul 6, 2015factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Feb 1, 2001 to Oct 14, 2004factForm ADV

Dated events

Occurred
Sep 21, 2023
Advisor changed firm
Brian Eugene Martin left Securities America Advisors, Inc. for Strategic Wealth Partners, Ltd. (registered 2023-09-29)
Form ADVobserved 5 days ago