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Shalina Renee Martos

Martos Wealth Management

Bellevue, WA

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Current Employers
Martos Wealth Management

14205 Se 36Th St Suite 100, Bellevue, WA 98006 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-06
TX RA APPROVED_RES 2025-02-19
WA RA APPROVED 2025-01-22
  • CA RA
    APPROVED
    Since 2025-05-06
  • TX RA
    APPROVED_RES
    Since 2025-02-19
  • WA RA
    APPROVED
    Since 2025-01-22

Branch Locations

14205 Se 36Th St Suite 100, Bellevue, WA 98006 • 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
Avier Wealth Advisors Bellevue WA 03/2016 04/2019
Personal Investment Management, Inc. Redmond WA 04/2019 04/2020
Personal Investment Management, Inc. Redmond WA 04/2020 01/2025
Martos Wealth Management Llc Redmond WA 08/2024 Present
  • 03/2016 → 04/2019
    Avier Wealth Advisors
    Bellevue, WA
  • 04/2019 → 04/2020
    Personal Investment Management, Inc.
    Redmond, WA
  • 04/2020 → 01/2025
    Personal Investment Management, Inc.
    Redmond, WA
  • 08/2024 → Present
    Martos Wealth Management Llc
    Redmond, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-25
S63 Uniform Securities Agent State Law Examination 2003-07-12
  • S66 Uniform Combined State Law Examination
    2007-10-25
  • S63 Uniform Securities Agent State Law Examination
    2003-07-12
Designations
Other Names
  • Shalina R Martos
  • Shalina Renee Martos
  • Shalina Martos

View on SEC IAPD

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Other Investors

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LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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