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
H. Terry Martine
Feed of 09/14/2026
Also filed as Terry Martine
At current firm
1 y
since Oct 31, 2024
In the industry
25 y
since Aug 14, 2001 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Signal Advisors Wealth, LLC independent RIA currentsince Oct 31, 2024 · Wellington, Fl
- Frs Investment Advisors LLC unclassifiedSep 13, 2019 to Oct 31, 2024 · Wellington, Fl
- Kingswood Wealth Advisors, LLC BD affiliatedJun 27, 2018 to Jun 18, 2019 · Wellington, Fl
- Alphastar Capital Management independent RIAMar 13, 2012 to Dec 23, 2013 · Plainville, Ct
- Regal Investment Advisors LLC BD affiliatedJan 5, 2011 to Feb 23, 2012 · Kentwood, Mi
- Planmember Securities Corporation independent RIAOct 9, 2007 to Aug 31, 2010 · Dania, Fl
- Voya Financial Partners, LLC formerSep 25, 2006 to Oct 9, 2007 · Ft. Lauderdale`, Fl
- UBS Financial Services Inc. wirehouseJul 7, 2005 to Sep 5, 2006 · Ft. Lauderdale, Fl
- National Investment Advisors, Inc. unclassifiedFeb 16, 2005 to Sep 27, 2005 · Fort Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- Frs Investment Advisors LLC to Signal Advisors Wealth, LLCleft Oct 31, 2024, registered Oct 31, 2024 (0 days) · Other
- Kingswood Wealth Advisors, LLC to Frs Investment Advisors LLCleft Jun 18, 2019, registered Sep 13, 2019 (87 days) · Other
- Alphastar Capital Management to Kingswood Wealth Advisors, LLCleft Dec 23, 2013, registered Jun 27, 2018 (1647 days) · Other
- Regal Investment Advisors LLC to Alphastar Capital Managementleft Feb 23, 2012, registered Mar 13, 2012 (19 days) · Other
- Planmember Securities Corporation to Regal Investment Advisors LLCleft Aug 31, 2010, registered Jan 5, 2011 (127 days) · Other
- Voya Financial Partners, LLC to Planmember Securities Corporationleft Oct 9, 2007, registered Oct 9, 2007 (0 days) · Other
- UBS Financial Services Inc. to Voya Financial Partners, LLCleft Sep 5, 2006, registered Sep 25, 2006 (20 days) · Other
- National Investment Advisors, Inc. to UBS Financial Services Inc.left Sep 27, 2005, registered Jul 7, 2005 (-82 days) · Other
Signals
- H. Terry Martine left Frs Investment Advisors Llc for Signal Advisors Wealth, Llc (registered 2024-10-31)Oct 31, 2024 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address