Erik Martinez

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

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

Organization	City	State	From	To
Jpmorgan Securities Llc	San Francisco	CA	11/2020	03/2021
Covina Valley Unified School District	Covina	CA	09/2018	06/2020
Mariachis De Guadalajara	Guadalajara		03/2022	05/2022
Salvi Sports Enterprises	Schaumburg	IL	05/2022	07/2022
Acereros De Monclova	Monclova		07/2022	08/2022
Fidelity Investments	Cartersville	GA	11/2022	02/2023
Covina Valley Unified School District	West Covina	CA	10/2021	03/2022
Fidelity Investments	Cartersville	GA	10/2024	Present
Los Angeles Angels	Anaheim	CA	02/2023	05/2024
Unemployed	Cartersville	GA	06/2024	09/2024
Unemployed	West Covina	CA	07/2020	10/2020
Salvi Sports Enterprises Llc	Schaumburg	IL	04/2019	08/2019
Mariachis De Guadalajara	Guadalajara		04/2021	08/2021
Salvi Sports Enterprises	Schaumburg	IL	08/2021	09/2021
University Of California - Berkeley	Berkeley	CA	08/2014	05/2018
Unemployed	West Covina	CA	09/2022	10/2022
Unemployed	West Covina	CA	06/2018	08/2018
Bath & Body Works Llc	Montclair	CA	11/2016	01/2017
Fidelity Investments	Boston	MA	03/2025	Present

2024-10-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Cartersville, GA

Alpharetta, GA
2023-01-24 → 2023-03-02

Fidelity Personal And Workplace Advisors

Cartersville, GA
2021-01-05 → 2021-03-05

J.P. Morgan Securities Llc

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-04