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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-14 |
| MS | RA | APPROVED | 2017-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 01/2016 | 03/2017 |
| Raymond James Financial Services, Inc. | Bay St. Louis | MS | 03/2017 | Present |
| Raymond James Financial Services Advisors, Inc. | Bay St. Louis | MS | 03/2017 | Present |
| Hadden Investments, Inc. | Bay Saint Louis | MS | 03/2017 | 06/2023 |
| Martinez Wealth Management Inc. | Bay Saint Louis | MS | 07/2023 | Present |
(1)Name of Business: Martinez Address: 124 Mollere Dr, Waveland, MS, 39576, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 02/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Parents are traveling and would like to place me on their checking account while they are gone in case of an emergency. (2)Name of Business: Martinez Wealth Management Inc. Address: 843 Highway 90, Bay Saint Louis, MS, 39520-1600, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/03/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner and operator of the company serving as branch manager/financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
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