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Alix Amira Demartino

Defined Wealth Management, LLC

Beaverton, OR

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Current Employers
Defined Wealth Management, Llc

8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-10-01
  • OR RA
    APPROVED
    Since 2021-10-01

Branch Locations

8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008 • 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
Lincoln Financial Advisors Syracuse NY 12/2012 10/2016
Cambridge Investment Research, Inc. Fairfield IA 10/2016 09/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2019 09/2021
Defined Wealth Management, Llc Beaverton OR 10/2021 Present
Previous Registrations
Other Businesses

1. CANVASA PAINT & STAIN; 29 SOUTH MEADOW DRIVE CAZENOVIA, NY RESIDENTIAL PAINTING OWNER, 05/05/21, NIR, 20 HR/YR- 0/TRADING HR. 2. ENTITY NAME: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: PORTLAND, OR; NATURE OF THE OTHER BUSINESS: RENTAL PROPERTY; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 1/1/2023; APPROXIMATE # OF HOURS A MONTH; APPROXIMATE # OF HOURS DURING SECURITIES HOURS; BRIEFLY DESCRIBE YOUR DUTIES: NONE. 3. ENTITY NAME: DEMARTINO CONSULTING, LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: FINANCIAL SERVICES CONSULTING; POSITION/TITLE/RELATIONSHIP: MANAGER/MEMBER/OWNER; START DATE: 7/10/2024; APPROXIMATE # OF HOURS A MONTH: 5 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 5 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: PROVIDE CONSULTING SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-29
S63 Uniform Securities Agent State Law Examination 2013-01-21
  • S66 Uniform Combined State Law Examination
    2018-12-29
  • S63 Uniform Securities Agent State Law Examination
    2013-01-21
Designations

View on SEC IAPD

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