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

Blair Lawton Martin

Stonebridge Financial Groupindependent RIASan Rafael, Cadual registrantIAPD 4011810

Feed of 09/14/2026

Also filed as Blair L Martin

At current firm

0 y

since Mar 2, 2026

In the industry

24 y

since Feb 15, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Partnerreportedstonebridgefinancialgrp.comfirm site, Sep 15, 2026
Professional profile: stonebridgefinancialgrp.com/blair-martinreportedstonebridgefinancialgrp.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Stonebridge Financial Group independent RIA current
since Mar 2, 2026 · San Rafael, Ca
Equitable Advisors, LLC national BD
Dec 8, 2009 to Mar 3, 2026 · San Rafael, Ca
Morgan Stanley wirehouse
Jun 1, 2009 to Dec 14, 2009 · San Rafael, Ca
Citigroup Global Markets Inc. BD affiliated
Feb 4, 2004 to Jun 1, 2009 · San Rafael, Ca
Ameriprise Financial Services, LLC national BD
Feb 21, 2003 to Jan 22, 2004 · San Francisco, Ca
Ameriprise Financial Services, LLC national BD
Feb 21, 2002 to Oct 29, 2002 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

Equitable Advisors, LLC to Stonebridge Financial Group
left Mar 3, 2026, registered Mar 2, 2026 (-1 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Morgan Stanley to Equitable Advisors, LLC
left Dec 14, 2009, registered Dec 8, 2009 (-6 days) · Wirehouse to affiliated broker-dealer or bank
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to Citigroup Global Markets Inc.
left Jan 22, 2004, registered Feb 4, 2004 (13 days) · Other

Signals

Blair Lawton Martin left Equitable Advisors, Llc for Stonebridge Financial Group (registered 2026-03-02)
Mar 3, 2026 · 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address