# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SEQUOIA FINANCIAL ADVISORS, L.L.C.](https://search.stillhousedata.com/firm/117756) | 2026-07-17 | present | Yes |
| [BSW WEALTH PARTNERS, INC., A  PUBLIC BENEFIT CORPORATION](https://search.stillhousedata.com/firm/107485) | 2015-08-18 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-03-01 | 2015-06-25 | — |
| [PURPLE WEALTH, LLC](https://search.stillhousedata.com/firm/119253) | 2010-06-07 | 2015-06-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5605585)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5605585.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.