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
Francisco Chuck Martinez
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chuck Martinez
At current firm
15 y
since Apr 13, 2011
In the industry
18 y
since Aug 5, 2008 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Securities, LLC BD affiliated currentsince Apr 13, 2011 · Overland Park, Ks
- Founders Financial Securities, LLC independent RIAMar 4, 2010 to Dec 31, 2010 · Rockville, Md
- Investment Advisors Corp formerMay 28, 2009 to Nov 17, 2009 · Millersville, Md
- Equitable Advisors, LLC national BDAug 6, 2008 to Apr 7, 2009 · Falls Church, Va
Moves
a registration end followed by a registration begin elsewhere
- Founders Financial Securities, LLC to Creativeone Securities, LLCleft Dec 31, 2010, registered Apr 13, 2011 (103 days) · Other
- Investment Advisors Corp to Founders Financial Securities, LLCleft Nov 17, 2009, registered Mar 4, 2010 (107 days) · Other
- Equitable Advisors, LLC to Investment Advisors Corpleft Apr 7, 2009, registered May 28, 2009 (51 days) · Other
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address