Brian John Martin

Current Employers

Employment History

• 09/2019 → 09/2025
  Avantax Advisory Services
  Valencia, CA
• 01/2018 → Present
  Martin & Company Inc.
  Valencia, CA
• 09/2025 → 06/2026
  Cetera Wealth Services, Llc
  Valencia, CA
• 09/2025 → 06/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Martin Advisors Llc
  Valencia, CA
• 09/2019 → 09/2025
  Avantax Investment Services, Inc.
  Valencia, CA
• 01/2009 → 01/2018
  Martin & Company Cpa'S, A Professional Corporation
  Valencia, CA
• 10/2007 → 01/2020
  Terry Martin
  Valencia, CA

Previous Registrations

• 2025-09-05 → 2026-06-24
  Cetera Investment Advisers Llc
  Valencia, CA
• 2008-05-19 → 2025-09-05
  Avantax Advisory Services
  Valencia, CA

Other Businesses

Martin & Company;'NIR'~28494 Westinghouse Pl. Ste 111~Valencia~CA~91355~Accounting Services/Tax Preparation~Owner~1/1/2009~160hrs~80hrs~I spend the majority of my time preparing individual and corporate tax returns as well as meeting with clients to discuss those returns. I also handle miscellaneous HR duties as well as assist in staff meetings. Martin & Company Tax and Wealth Advisors;'NIR'~28494 Westinghouse Pl Ste 111~Valencia~CA~91355~Accounting Services/Tax Preparation~Employee~1/1/2018~160hrs~130hrs~Meeting with clients and preparing tax returns 3) MARTIAN ENTERPRISES POSITION: President NATURE: This S-corp is the partner in BS Partners, which was set up as the management company for our expenses and overhead related to our financial planning business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2018 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355, United States DESCRIPTION: I am the president of this S-corporation and my duties involve management, administration, tax preparation, and all related compliance tasks for the corporation. 4)BS PARTNERS POSITION: General Partner NATURE: This OBA was set up as the management company for our expenses and overhead related to our financial planning business. It was also set up so my partner and I can split the ownership of our financial services business provided through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355, United States DESCRIPTION: I am responsible for all the administration work related to this OBA. This includes the bookkeeping, bill paying, tax return preparation, and over all business compliance for the partnership. 5)BSMJ PROPERTIES, LLC POSITION: Managing Member NATURE: This OBA owns a commercial office building and is responsible for the management and leasing of the building. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2022 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355, United States DESCRIPTION: I was involved in the identifying and purchasing of the property as well as the day to day management. This includes paying the bills, negotiating leases, and scheduling any maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-20