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

Victoria E Martinez

Commonwealth Financial Networknational BDSan Antonio, Txdual registrantIAPD 7126935

Certified Financial Planner

Feed of 09/14/2026

Also filed as Victoria Elizabeth Martinez

At current firm

1 y

since Mar 18, 2025

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Commonwealth Financial Network national BD current
since Mar 18, 2025 · San Antonio, Tx
LPL Financial LLC BD affiliated
Jan 10, 2025 to Mar 24, 2025 · Victoria, Tx
Cetera Investment Advisers LLC BD affiliated
Sep 6, 2023 to Jan 9, 2025 · New Braunfels, Tx
Frost Investment Services BD affiliated
Jan 26, 2022 to Sep 5, 2023 · San Antonio, Tx
Frost Investment Services BD affiliated
Aug 11, 2021 to Dec 31, 2021 · San Antonio, Tx
Goldman Sachs Wealth Services, L.P. BD affiliated
Oct 30, 2020 to Aug 24, 2021 · Cohoes, Ny

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Commonwealth Financial Network
left Mar 24, 2025, registered Mar 18, 2025 (-6 days) · Affiliated broker-dealer or bank to another
Cetera Investment Advisers LLC to LPL Financial LLC
left Jan 9, 2025, registered Jan 10, 2025 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
Frost Investment Services to Cetera Investment Advisers LLC
left Sep 5, 2023, registered Sep 6, 2023 (1 days) · Affiliated broker-dealer or bank to another
Goldman Sachs Wealth Services, L.P. to Frost Investment Services
left Aug 24, 2021, registered Aug 11, 2021 (-13 days) · Affiliated broker-dealer or bank to another

Signals

Victoria E Martinez left Lpl Financial Llc for Commonwealth Financial Network (registered 2025-03-18)
Mar 24, 2025 · Advisor changed firm · fact
Victoria E Martinez left Cetera Investment Advisers Llc for Lpl Financial Llc (registered 2025-01-10)
Jan 9, 2025 · Advisor changed firm · fact
Victoria E Martinez left Frost Investment Services for Cetera Investment Advisers Llc (registered 2023-09-06)
Sep 5, 2023 · 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: National broker-dealer RIAderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address