Roberto Antonio Martinez

Current Employers

Employment History

• 04/2011 → 03/2017
  Lincoln Financial Advisors
  Dallas, TX
• 03/2017 → 09/2017
  Unemployed
  Dallas, TX
• 09/2017 → 04/2018
  Cobra Trading, Inc.
  Plano, TX
• 04/2018 → 12/2021
  Prospera Financial Services Inc.
  Dallas, TX
• 12/2021 → 05/2022
  Raymond James Financial Services, Inc.
  Dallas, TX
• 12/2021 → Present
  Steward Partners Global Advisory, Llc
  Dallas, TX
• 12/2021 → Present
  Steward Partners Investment Advisory, Llc
  Dallas, TX
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Dallas, TX

Previous Registrations

• 2018-04-12 → 2021-12-20
  Prospera Financial Services, Inc.
  Dallas, TX
• 2011-05-17 → 2017-03-15
  Osaic Fa, Inc.
  Addison, TX
• 2006-02-27 → 2011-02-03
  Lpl Financial Llc
  San Diego, CA
• 2003-12-19 → 2005-12-19
  Wells Fargo Investments, Llc
  Chula Vista, CA
• 2002-06-19 → 2003-07-31
  Cuso Financial Services, L.P.
  San Diego, CA
• 2000-07-03 → 2002-06-27
  Morgan Stanley Dw Inc.
  San Diego, CA

Other Businesses

(1)Name of Business: Reparto Familiar S.A. de C.V. Address: C. C. Santa Anita, 1a Calle 6a Avenida SE , San Pedro Sula, Cortes, x, Honduras Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 12/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member of Family Owned Real Estate business. Commercial and Residential. (2)Name of Business: Steward Partners Investment Advisory LLC Address: 1920 McKinney Ave, Dallas, TX, 75201, United States Activity Type: Independent RIA Position/Title: Other, Associate/Employee Investment Related: Yes Start Date: 12/20/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Compliance Officer

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-05
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Other Names

• Roberto Antonio Martinez
• Roberto Martinez