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
Diego Javier Martinez
Feed of 09/14/2026
Also filed as Diego Martinez
At current firm
0 y
since Dec 15, 2025
In the industry
15 y
since Jan 6, 2011 (earliest exam, job or registration)
Prior registered firms
2
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
- Finaccess Advisors LLC mixed wealth currentsince Dec 15, 2025 · Miami, Fl
- Citigroup Global Markets Inc. BD affiliatedAug 16, 2013 to Nov 24, 2017 · Miami, Fl
- Suntrust Investment Services, Inc. formerJan 11, 2011 to Jul 29, 2013 · Bal Harbour, Fl
Moves
a registration end followed by a registration begin elsewhere
- Citigroup Global Markets Inc. to Finaccess Advisors LLCleft Nov 24, 2017, registered Dec 15, 2025 (2943 days) · Other
- Suntrust Investment Services, Inc. to Citigroup Global Markets Inc.left Jul 29, 2013, registered Aug 16, 2013 (18 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address