Gustavo Martinez

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

Current Registrations

Authority	Category	Status	Date
NJ	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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Somerset	NJ	04/2015	03/2020
Bank Of America, N.A.	Somerset	NJ	05/2015	03/2020
Tiaa	Flemington	NJ	03/2020	08/2023
Tiaa Cref Individual & Institutional Services, Llc	Flemington	NJ	03/2020	08/2023
Fidelity Investments	Bridgewater	NJ	08/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2015 → 03/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Somerset, NJ
05/2015 → 03/2020

Bank Of America, N.A.

Somerset, NJ
03/2020 → 08/2023

Tiaa

Flemington, NJ
03/2020 → 08/2023

Tiaa Cref Individual & Institutional Services, Llc

Flemington, NJ
08/2023 → Present

Fidelity Investments

Bridgewater, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

2023-09-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bridgewater, NJ
2020-03-25 → 2023-07-07

Tiaa-Cref Individual & Institutional Services, Llc

Flemington, NJ

Princeton, NJ

Frisco, TX

Charlotte, NC
2015-05-22 → 2020-03-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Somerset, NJ

Somerset, NJ

Piscataway, NJ

Bound Brook, NJ

Pluckemin, NJ

Pennington, NJ

Pennington, NJ

Charlotte, NC
2015-01-06 → 2015-05-06

J.P. Morgan Securities Llc

West Caldwell, NJ

Florham Park, NJ
2012-10-01 → 2013-08-22

J.P. Morgan Securities Llc

Fairfield, NJ

Morristown, NJ
2008-12-22 → 2012-10-01

Chase Investment Services Corp.

Paramus, NJ

Fairfield, NJ
2006-03-23 → 2008-11-20

Pnc Wealth Management Llc

West Orange, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-12