WILLIAM JAMES MARTINET is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with MONOGRAPH WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MONOGRAPH WEALTH ADVISORS, LLC | 2023-06-29 | present | Yes |
| CRESSET ASSET MANAGEMENT, LLC | 2022-03-24 | 2023-05-11 | — |
| EVOKE WEALTH, LLC | 2019-06-06 | 2022-03-25 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2014-03-10 | 2019-06-04 | — |