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Ana Martinez

Vision Investment Advisors, LLC

Stamford, CT

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Current Employers
Vision Investment Advisors, Llc

1010 Washington Blvd Suite 300, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2016-03-23
  • CT RA
    APPROVED
    Since 2016-03-23

Branch Locations

1010 Washington Blvd Suite 300, Stamford, CT 06901 • 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
Vision Financial Markets Llc Stamford CT 06/2006 Present
Vision Brokerage Services Stamford CT 04/2011 Present
  • 06/2006 → Present
    Vision Financial Markets Llc
    Stamford, CT
  • 04/2011 → Present
    Vision Brokerage Services
    Stamford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-07
S63 Uniform Securities Agent State Law Examination 2011-06-30
  • S66 Uniform Combined State Law Examination
    2016-03-07
  • S63 Uniform Securities Agent State Law Examination
    2011-06-30
Other Names
  • Ana Lucia Ruiz

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
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