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Edgar Martinez

Modern Wealth Management, LLC

Kansas City, MO

Reston, VA

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-22
  • VA RA
    APPROVED
    Since 2025-10-22

Branch Locations

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

11911 Freedom Drive Suite 580, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Vienna VA 03/2020 11/2020
Mml Investors Services Vienna VA 06/2020 11/2020
B Riley Fbr Inc Arlington VA 05/2016 11/2018
Unemployed Annandale VA 11/2018 01/2020
Merrill Lynch, Pierce, Fenner & Smith Vienna VA 12/2020 09/2025
Bank Of America, N.A. Vienna VA 12/2020 09/2025
Modern Wealth Management, Llc Reston VA 10/2025 Present
  • 03/2020 → 11/2020
    Massmutual
    Vienna, VA
  • 06/2020 → 11/2020
    Mml Investors Services
    Vienna, VA
  • 05/2016 → 11/2018
    B Riley Fbr Inc
    Arlington, VA
  • 11/2018 → 01/2020
    Unemployed
    Annandale, VA
  • 12/2020 → 09/2025
    Merrill Lynch, Pierce, Fenner & Smith
    Vienna, VA
  • 12/2020 → 09/2025
    Bank Of America, N.A.
    Vienna, VA
  • 10/2025 → Present
    Modern Wealth Management, Llc
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-26
S63 Uniform Securities Agent State Law Examination 2000-12-28
  • S65 Uniform Investment Adviser Law Examination
    2021-02-26
  • S63 Uniform Securities Agent State Law Examination
    2000-12-28
Other Names
  • Edgar Martinez
  • Edgar Leets
  • Edgard S Martinez
  • Leets Edgar Martinez
  • Edgard Martinez

View on SEC IAPD

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MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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