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Samuel Martinez

Osaic Wealth, Inc.

Pasadena, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-02
  • CA RA
    APPROVED
    Since 2025-09-02

Branch Locations

155 N. Lake Avenue Suite 700, Pasadena, CA 91101 • 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
Rabco Financial Pasadena CA 05/2024 Present
Pointwealth Capital Management Encino CA 03/2019 05/2024
El Proyecto Del Barrio Winnetka CA 12/2017 03/2019
Verizon Mission Hills CA 12/2016 12/2017
Ross Dress For Less Tarzana CA 11/2014 12/2016
Osaic Wealth, Inc. Pasadena CA 02/2025 Present
  • 05/2024 → Present
    Rabco Financial
    Pasadena, CA
  • 03/2019 → 05/2024
    Pointwealth Capital Management
    Encino, CA
  • 12/2017 → 03/2019
    El Proyecto Del Barrio
    Winnetka, CA
  • 12/2016 → 12/2017
    Verizon
    Mission Hills, CA
  • 11/2014 → 12/2016
    Ross Dress For Less
    Tarzana, CA
  • 02/2025 → Present
    Osaic Wealth, Inc.
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-30
  • S66 Uniform Combined State Law Examination
    2025-08-30
Other Names
  • Samuel Benjamin Martinez

View on SEC IAPD

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Other Investors

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JAY EDWIN LOMETILLO
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Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
HEIDI PUI WA LEU
Mui Fan CHAN Graca

Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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