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

Shalina Renee Martos

Martos Wealth Managementstate registeredBellevue, WaIA-onlyIAPD 4616725

Certified Financial Planner

Feed of 09/14/2026

Also filed as Shalina R Martos

At current firm

1 y

since Jan 22, 2025

In the industry

23 y

since Jul 12, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Martos Wealth Management state registered current
since Jan 22, 2025 · Bellevue, Wa
Personal Investment Management Inc former
Apr 22, 2019 to Mar 19, 2025 · Redmond, Wa
Avier Wealth Advisors independent RIA
Mar 21, 2016 to Apr 12, 2019 · Bellevue, Wa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 12, 2014 to Nov 19, 2014 · Bothell, Wa
Charles Schwab & Co., Inc. national BD
Jan 13, 2009 to Jul 18, 2014 · Lynnwood, Wa
Citigroup Global Markets Inc. BD affiliated
Oct 30, 2007 to Jan 10, 2009 · Tacoma, Wa

Moves

a registration end followed by a registration begin elsewhere

Personal Investment Management Inc to Martos Wealth Management
left Mar 19, 2025, registered Jan 22, 2025 (-56 days) · RIA to a state-registered adviser
Avier Wealth Advisors to Personal Investment Management Inc
left Apr 12, 2019, registered Apr 22, 2019 (10 days) · RIA to RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Avier Wealth Advisors
left Nov 19, 2014, registered Mar 21, 2016 (488 days) · Other
Charles Schwab & Co., Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 18, 2014, registered Aug 12, 2014 (25 days) · Affiliated broker-dealer or bank to wirehouse
Citigroup Global Markets Inc. to Charles Schwab & Co., Inc.
left Jan 10, 2009, registered Jan 13, 2009 (3 days) · Other

Signals

Shalina Renee Martos left Personal Investment Management Inc for Martos Wealth Management (registered 2025-01-22)
Mar 19, 2025 · 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: STATE REGISTEREDderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address