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

Larissa Rose Martinez

U.S. Bancorp Advisors, LLCBD affiliatedNaperville, Il dual registrantIAPD 6464352

Feed of 09/14/2026

Also filed as Larissa Martinez

At current firm

0 y

since Feb 13, 2026

In the industry

11 y

since May 5, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U.S. Bancorp Advisors, LLC BD affiliated current
since Feb 13, 2026 · Carol Stream, Il
U.S. Bancorp Investments, Inc. former
Jan 26, 2026 to Feb 13, 2026 · Naperville, Il
Cetera Investment Advisers LLC BD affiliated
Jul 16, 2019 to Jan 22, 2026 · Schaumburg, Il
Foresters Advisory Services, LLC former
Mar 3, 2017 to Jun 20, 2019 · Lombard, Il

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
Cetera Investment Advisers LLC to U.S. Bancorp Investments, Inc.
left Jan 22, 2026, registered Jan 26, 2026 (4 days) · Affiliated broker-dealer or bank to another
Foresters Advisory Services, LLC to Cetera Investment Advisers LLC
left Jun 20, 2019, registered Jul 16, 2019 (26 days) · corporate re-registration, not a move

Signals

Larissa Rose Martinez left Cetera Investment Advisers Llc for U.S. Bancorp Investments, Inc. (registered 2026-01-26)
Jan 22, 2026 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address