Matthew James Martinez

Current Employers

Opus Private Wealth Group, Llc

500 N. State College Blvd Suite 1100, Orange, CA 92868 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2014-07-01

CA RA
APPROVED

Since 2014-07-01

Branch Locations

500 N. State College Blvd Suite 1100, Orange, CA 92868 • 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

Organization	City	State	From	To
Opus Private Wealth Group, Llc	Orange	CA	07/2014	Present

07/2014 → Present

Opus Private Wealth Group, Llc

Orange, CA

Previous Registrations

2000-04-13 → 2014-07-07

Ameriprise Financial Services, Llc

Orange, CA

Other Businesses

Insurance Business. Investment-related. 500 N. State College Blvd, Suite 1100, Orange, CA 92868. 2014. Not during trading hours. 2.5% of total time devoted. Classic Cans Inc. Not investment-related. Orange, CA. 12/31/2018. Not during trading hours. less than 10 hours. Vintage trailer restoration. Legacy Private Wealth LLC; Not Investment related; 500 N. State College Blvd, Suite 1100, Orange, CA 92868; Tax & Estate Planning; CEO; Start 2022; 12 hrs/month; 0 hours during securities trading hours; Help educate clients in regards to income tax reduction strategies & estate planning concepts and organize the data they will need to provide to tax and legal professionals.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-04-03

S66 Uniform Combined State Law Examination

2000-04-03

View on SEC IAPD