JULIE D MARTINEZ

JULIE D MARTINEZ is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION, SEQUOIA FINANCIAL ADVISORS, L.L.C..

Registration history (4)

FirmFromToCurrent
SEQUOIA FINANCIAL ADVISORS, L.L.C.2026-07-17presentYes
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION2015-08-18presentYes
LPL FINANCIAL LLC2013-03-012015-06-25
PURPLE WEALTH, LLC2010-06-072015-06-10

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