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
Julie Ann Martinez
Feed of 09/14/2026
Also filed as Julie Ann Mayse
At current firm
1 y
since Sep 4, 2025
In the industry
20 y
since Dec 20, 2005 (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
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
- LPL Financial LLC BD affiliated currentsince Sep 4, 2025 · Austin, Tx
- Alphasource Investment Counsel, Inc formerFeb 19, 2013 to Jul 1, 2013 · Houston, Tx
- Visionary Asset Management formerFeb 19, 2013 to Apr 1, 2019 · Houston, Tx
- Next Financial Group, Inc. formerNov 11, 2010 to Oct 27, 2025 · Houston, Tx
- Ameriprise Financial Services, LLC national BDOct 6, 2009 to Oct 22, 2010 · Houston, Tx
- Stanford Capital Management, LLC unclassifiedApr 30, 2008 to Nov 7, 2008 · Houston, Tx
- Stanford Group Company unclassifiedDec 21, 2005 to Mar 9, 2009 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Next Financial Group, Inc. to Alphasource Investment Counsel, Incleft Oct 27, 2025, registered Feb 19, 2013 (-4633 days) · Other
- Visionary Asset Management to LPL Financial LLCleft Apr 1, 2019, registered Sep 4, 2025 (2348 days) · RIA to affiliated broker-dealer or bank
- Alphasource Investment Counsel, Inc to Visionary Asset Managementleft Jul 1, 2013, registered Feb 19, 2013 (-132 days) · channel change inside one enterprise, not a move
- Ameriprise Financial Services, LLC to Next Financial Group, Inc.left Oct 22, 2010, registered Nov 11, 2010 (20 days) · Other
- Stanford Group Company to Stanford Capital Management, LLCleft Mar 9, 2009, registered Apr 30, 2008 (-313 days) · Other
- Stanford Capital Management, LLC to Ameriprise Financial Services, LLCleft Nov 7, 2008, registered Oct 6, 2009 (333 days) · Other
Signals
- Julie Ann Martinez left Next Financial Group, Inc. for Alphasource Investment Counsel, Inc (registered 2013-02-19)Oct 27, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address