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Samuel Martinez

Wealthquest Corporation

Cincinnati, OH

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Current Employers
Wealthquest Corporation

50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-06-01
  • OH RA
    APPROVED
    Since 2021-06-01

Branch Locations

50 E-Business Way Suite 120, Cincinnati, OH 45241 • 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 Indianapolis IN 01/2019 04/2021
Taylor University Upland IN 02/2016 05/2019
Suncast Corporation Bartlett IL 05/2018 08/2018
West Chicago Park District West Chicago IL 06/2015 08/2017
The Prudential Insurance Company Of America Indianapolis IN 06/2019 04/2021
Wealthquest Corporation Cincinnati OH 05/2021 Present
  • 01/2019 → 04/2021
    Pruco Securities Llc
    Indianapolis, IN
  • 02/2016 → 05/2019
    Taylor University
    Upland, IN
  • 05/2018 → 08/2018
    Suncast Corporation
    Bartlett, IL
  • 06/2015 → 08/2017
    West Chicago Park District
    West Chicago, IL
  • 06/2019 → 04/2021
    The Prudential Insurance Company Of America
    Indianapolis, IN
  • 05/2021 → Present
    Wealthquest Corporation
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-11
  • S66 Uniform Combined State Law Examination
    2019-06-11

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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