Craig Martz

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Diversified Investment Advisors	St. Petersburg	FL	03/2011	08/2019
Diversified Investors Securities Corp.	St. Petersburg	FL	04/2011	08/2019
Axa Advisors, Llc	New York	NY	08/2019	05/2020
Td Ameritrade Inc	Boca Raton	FL	05/2020	04/2021
Fidelity Investments	Wellington	FL	04/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

2021-06-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL
2020-08-11 → 2021-04-27

Td Ameritrade, Inc.

Boca Raton, FL
2020-08-13 → 2021-04-27

Td Ameritrade Investment Management, Llc

Boca Raton, FL
2019-09-18 → 2020-05-22

Equitable Advisors, Llc

Boca Raton, FL
2015-03-24 → 2019-08-12

Transamerica Retirement Advisors, Llc

St. Petersburg, FL
2007-03-02 → 2011-01-12

Next Financial Group, Inc.

Mechanicsburg, PA
2000-10-03 → 2006-12-31

Waddell & Reed

Mechanicsburg, PA

Camp Hill, PA

Mechanicsburg, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-07
S63	Uniform Securities Agent State Law Examination	2015-03-20
S66	Uniform Combined State Law Examination	2000-08-18