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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-27 |
| CA | RA | APPROVED | 2025-10-08 |
Branch Locations
100 Cortona Way Suite 120, Brentwood, CA 94513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Asset Management | Menomenee Falls | WI | 04/2010 | 10/2021 |
| Allspring Funds Distributor, Llc | Menomonee Falls | WI | 11/2021 | 12/2024 |
| Eissner Financial | Brentwood | CA | 12/2024 | 10/2025 |
| Farther | Brentwood | CA | 09/2025 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | 10/2025 |
| Eissner Financial | Brentwood | CA | 10/2025 | Present |
| Commonwealth Financial Network | San Diego | CA | 10/2025 | Present |
1. Fixed insurance sales; as of 10/28/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Martinez & Eissner Operations LLC; a private entity established to facilitate securities, advisory, and insurance business; 2% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Martinez Capital Holdings LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 11/07/2025; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-20 |
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