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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-21 |
Branch Locations
28142 Camino Capistrano Ste 101, Laguna Niguel, CA 92677 • United States
115 Broadway 5Th Floor, New York, NY 10006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claraphi Advisory Network, Llc | Laguna Hills | CA | 06/2017 | Present |
| Heritage Financial Services | Lake Forest | CA | 01/2015 | Present |
| Alterativ Wealth | Irvine | CA | 06/2023 | Present |
Mr. Maertz is a licensed agent and sells annuities and insurance through a separate entity, Heritage Financial Services. He spends 90% of his time for Heritage Financial Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-19 |
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