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Leo Frank Martinez

Epsilon Financial Group, Inc.

Fairfield, CA

CRD 4684268

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Employer firm

Epsilon Financial Group, Inc. CRD 111990

$626M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Epsilon Financial Group, Inc.

2801 Waterman Blvd., Suite 250, Fairfield, CA 94534 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2007-10-17
  • CA RA
    APPROVED
    Since 2007-10-17

Branch Locations

2801 Waterman Blvd., Suite 250, Fairfield, CA 94534 • 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
Waddell & Reed, Inc. Fairfield CA 07/2003 Present
Various Insurance Carriers Napa CA 06/2004 Present
Bridge Property Management San Francisco CA 09/2003 Present
  • 07/2003 → Present
    Waddell & Reed, Inc.
    Fairfield, CA
  • 06/2004 → Present
    Various Insurance Carriers
    Napa, CA
  • 09/2003 → Present
    Bridge Property Management
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-21
  • S66 Uniform Combined State Law Examination
    2005-06-21

View on SEC IAPD

Nearby Firms

SOLANO WEALTH ADVISORS
FIRST COMMAND ADVISORY SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

FRANCISCO JAVIER GUERRA
CARLOS ROMERO MENDOZA
Austin David Jones

Nearby Offices

SOLANO WEALTH ADVISORS · FAIRFIELD, CA
FIRST COMMAND ADVISORY SERVICES · Fairfield, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Fairfield, CA

More in Fairfield, CA

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