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Inactive

Christian Martinez

Lido

Dallas, TX

Los Angeles, CA

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Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-23
CA RA APPROVED 2024-09-24
TX RA APPROVED 2024-09-24
  • FL RA
    APPROVED
    Since 2026-04-23
  • CA RA
    APPROVED
    Since 2024-09-24
  • TX RA
    APPROVED
    Since 2024-09-24

Branch Locations

2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2019 01/2022
Northwestern Mutual Investment Services Llc San Antonio TX 11/2021 08/2022
The Washtub San Antonio TX 03/2017 07/2018
Student San Antonio TX 01/2008 05/2021
Andrew Stephens Austin TX 01/2022 08/2022
Dustin Stephens Austin TX 02/2022 08/2022
Brent Forrest & Associates, L.L.C. San Antonio TX 08/2022 09/2024
Brent Forrest & Associates, Llc San Antonio TX 08/2022 09/2024
Lido Advisors, Llc Dallas TX 09/2024 Present
  • 05/2019 → 01/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2021 → 08/2022
    Northwestern Mutual Investment Services Llc
    San Antonio, TX
  • 03/2017 → 07/2018
    The Washtub
    San Antonio, TX
  • 01/2008 → 05/2021
    Student
    San Antonio, TX
  • 01/2022 → 08/2022
    Andrew Stephens
    Austin, TX
  • 02/2022 → 08/2022
    Dustin Stephens
    Austin, TX
  • 08/2022 → 09/2024
    Brent Forrest & Associates, L.L.C.
    San Antonio, TX
  • 08/2022 → 09/2024
    Brent Forrest & Associates, Llc
    San Antonio, TX
  • 09/2024 → Present
    Lido Advisors, Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-21
  • S65 Uniform Investment Adviser Law Examination
    2023-01-21
Designations
Other Names
  • Christian David Martinez

View on SEC IAPD

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RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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