DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Debra Rae Martin
Feed of 09/15/2026
Also filed as Debra Rae Murray
At current firm
4 y
since Feb 8, 2022
In the industry
31 y
since Jun 7, 1995 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advice And Planning Services BD affiliated currentsince Feb 8, 2022 · State College, Pa
- Osaic Institutions, Inc. BD affiliatedSep 9, 2019 to Jan 31, 2022 · Renovo, Pa
- Santander Securities BD affiliatedMar 7, 2017 to Sep 6, 2019 · State College, Pa
- Pnc Wealth Management BD affiliatedMar 23, 2016 to Mar 1, 2017 · State College, Pa
- Advice And Planning Services BD affiliatedNov 28, 2012 to Apr 30, 2015 · State College, Pa
- Cetera Investment Services LLC formerOct 4, 2011 to Mar 2, 2012 · Wellsboro, Pa
- Uvest Financial Services Group, Inc. unclassifiedFeb 9, 2006 to Oct 7, 2011 · Jersey Shore, Pa
Moves
a registration end followed by a registration begin elsewhere
- Osaic Institutions, Inc. to Advice And Planning Servicesleft Jan 31, 2022, registered Feb 8, 2022 (8 days) · Affiliated broker-dealer or bank to another
- Santander Securities to Osaic Institutions, Inc.left Sep 6, 2019, registered Sep 9, 2019 (3 days) · Affiliated broker-dealer or bank to another · moved with a team
- Pnc Wealth Management to Santander Securitiesleft Mar 1, 2017, registered Mar 7, 2017 (6 days) · Other · moved with a team
- Advice And Planning Services to Pnc Wealth Managementleft Apr 30, 2015, registered Mar 23, 2016 (328 days) · Other
- Cetera Investment Services LLC to Advice And Planning Servicesleft Mar 2, 2012, registered Nov 28, 2012 (271 days) · Other
- Uvest Financial Services Group, Inc. to Cetera Investment Services LLCleft Oct 7, 2011, registered Oct 4, 2011 (-3 days) · Other
Signals
- Debra Rae Martin left Osaic Institutions, Inc. for Advice And Planning Services (registered 2022-02-08)Jan 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address