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Inactive

Julian Alexander Martinez

Pathstone

Los Angeles, CA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-26
  • CA RA
    APPROVED
    Since 2023-09-26

Branch Locations

1900 Avenue Of The Stars Suite 970, Los Angeles, CA 90067 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Pruco Securities Llc Orange CA 06/2015 10/2016
The Prudential Insurance Company Of America Orange CA 12/2015 10/2016
Camden Capital, Llc El Segundo CA 11/2016 06/2017
Sanford C. Bernstein & Co., Llc Los Angeles CA 08/2017 10/2021
Ubs Financial Services Los Angeles CA 10/2021 09/2023
Pathstone Los Angeles CA 09/2023 Present
  • 06/2015 → 10/2016
    Pruco Securities Llc
    Orange, CA
  • 12/2015 → 10/2016
    The Prudential Insurance Company Of America
    Orange, CA
  • 11/2016 → 06/2017
    Camden Capital, Llc
    El Segundo, CA
  • 08/2017 → 10/2021
    Sanford C. Bernstein & Co., Llc
    Los Angeles, CA
  • 10/2021 → 09/2023
    Ubs Financial Services
    Los Angeles, CA
  • 09/2023 → Present
    Pathstone
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-23
S63 Uniform Securities Agent State Law Examination 2015-10-02
  • S66 Uniform Combined State Law Examination
    2021-12-23
  • S63 Uniform Securities Agent State Law Examination
    2015-10-02

View on SEC IAPD

Other Firms

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WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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