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

Carolina Alicia Martinez

Greater Financialstate registeredSarasota, FlIA-onlyIAPD 7267625

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Carolina Alicia Garcia

At current firm

0 y

since Aug 7, 2026

In the industry

10 y

since Jul 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

Greater Financial state registered current
since Aug 7, 2026 · Sarasota, Fl
Bison Wealth, LLC former
Jan 18, 2023 to Dec 31, 2024 · Boca Raton, Fl
The Pacific Financial Group, Inc. independent RIA
May 27, 2022 to Dec 31, 2022 · Selah, Wa
Osaic Wealth, Inc. BD affiliated
Dec 17, 2020 to Jun 3, 2022 · Yakima, Wa

Moves

a registration end followed by a registration begin elsewhere

Bison Wealth, LLC to Greater Financial
left Dec 31, 2024, registered Aug 7, 2026 (584 days) · RIA to a state-registered adviser
The Pacific Financial Group, Inc. to Bison Wealth, LLC
left Dec 31, 2022, registered Jan 18, 2023 (18 days) · RIA to RIA · moved with a team
Osaic Wealth, Inc. to The Pacific Financial Group, Inc.
left Jun 3, 2022, registered May 27, 2022 (-7 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Carolina Alicia Martinez left Bison Wealth, Llc for Greater Financial (registered 2026-08-07)
Dec 31, 2024 · Advisor changed firm · fact
Carolina Alicia Martinez left The Pacific Financial Group, Inc. for Bison Wealth, Llc (registered 2023-01-18)
Dec 31, 2022 · Advisor changed firm · fact
Carolina Alicia Martinez left Osaic Wealth, Inc. for The Pacific Financial Group, Inc. (registered 2022-05-27)
Jun 3, 2022 · 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: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address