Terrie Martinez

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2021-11-12

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Northglenn	CO	09/2019	07/2020
World Financial Group, Inc.	Northglenn	CO	09/2019	07/2020
Transamerica Investors Securities Corporation	Harrison	NY	02/2018	08/2019
Principal Securities Inc	Des Moines	IA	03/2017	02/2018
Transamerica Financial Advisors Inc	Cedar Rapids	IA	02/2014	03/2017
Assurance Iq	Lakewood	CO	03/2019	11/2021
Gwfs Equities, Inc	Greenwood Village	CO	11/2021	Present
Advised Assets Groups, Llc	Greenwood Village	CO	11/2021	Present

2021-05-18 → 2021-09-09

Acrylic Financial, Inc.

Fountain Hills, AZ

Lakewood, CO
2019-11-27 → 2020-07-10

Transamerica Financial Advisors, Llc

Westminister, CO
2018-02-15 → 2019-08-27

Transamerica Retirement Advisors, Llc

Denver, CO
2017-04-21 → 2018-02-14

Principal Securities, Inc.

San Diego, CA
2014-02-07 → 2016-11-22

Transamerica Financial Advisors, Llc

Denver, CO

Englewood, CO
2012-10-22 → 2014-01-29

Valic Financial Advisors, Inc.

Lakewood, CO
2011-03-10 → 2012-10-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO

Colorado Family Caregivers / Caregiver. Providing care for [REDACTED] grandchild.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-03-08
S63	Uniform Securities Agent State Law Examination	2010-05-13