DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
M••••• B•••••
Feed of 09/14/2026
Also filed as M••••• ••••• B•••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedwaverleywealth.comfirm site, Sep 24, 2026
- Advisor profile
- ••• LockedreportedWWW.WAVERLEYWEALTH.COMfirm site, Sep 16, 2026
At current firm
15 y
since Apr 11, 2011
In the industry
31 y
since Sep 1, 1995 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
title, designations and roles as the firm prints them
- Title
- Martin brings more than 25 years of experience as a financial consultant, tax strategist and estate planning advisor....reportedWWW.WAVERLEYWEALTH.COMfirm site, Sep 16, 2026
- Designations
- CPAreportedwaverleywealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedwaverleywealth.com“Martin brings more than 25 years of experience as a financial consultant, tax strategist and estate planning advisor.”
Registration history
IAPD current and previous registrations
- W••••••• W••••• M••••••••• L•• independent RIA currentsince Apr 11, 2011 · Mountain View, Ca
- M••••• T••••• W••••• M••••••••• unclassifiedSep 29, 2008 to Mar 25, 2011 · Los Altos, Ca
Moves
a registration end followed by a registration begin elsewhere
- M••••• T••••• W••••• M••••••••• to W••••••• W••••• M••••••••• L••left Mar 25, 2011, registered Apr 11, 2011 (17 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address