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
Christy Meyer Martinich
Certified Financial Planner
Feed of 09/14/2026
Also filed as Christy Renee Meyer
At current firm
7 y
since Nov 1, 2018
In the industry
20 y
since May 18, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Nov 1, 2018 · Fairfax, Va
- Edelman Financial Services, LLC formerJun 15, 2018 to Nov 1, 2018 · Fairfax, Va
- Usaa Investment Services Company no RAUMJan 8, 2018 to Jul 3, 2018 · San Antonio, Tx
- Usaa Financial Planning Services formerMay 17, 2011 to Jan 8, 2018 · Arlington, Va
- Ameriprise Financial Services, LLC national BDMay 19, 2006 to May 10, 2011 · Fairfax, Va
Moves
a registration end followed by a registration begin elsewhere
- Edelman Financial Services, LLC to Edelman Financial Enginesleft Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
- Usaa Investment Services Company to Edelman Financial Services, LLCleft Jul 3, 2018, registered Jun 15, 2018 (-18 days) · Affiliated broker-dealer or bank to another
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to Usaa Financial Planning Servicesleft May 10, 2011, registered May 17, 2011 (7 days) · Affiliated broker-dealer or bank to a newly registered adviser
Signals
No dated event on this person.
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address