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25128 Avenue Tibbitts Ste 150, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
25128 Avenue Tibbitts Suite 150, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S & F Sonics, Inc. | Simi Valley | CA | 05/2012 | 10/2024 |
| Avantax Investment Services Inc. | Valencia | CA | 10/2024 | 09/2025 |
| Avantax Advisory Services | Valencia | CA | 10/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Valencia | CA | 09/2025 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 05/2026 |
| Martin Advisors Llc | Valencia | CA | 05/2026 | Present |
1) MARTIN & COMPANY TAX AND WEALTH ADVISORS POSITION: Associate Financial Advisor NATURE: The entity provides bookkeeping, tax services, and wealth planning services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/28/2024 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355, United States DESCRIPTION: I will assist the financial advisors with account maintenance, setting up new client accounts, processing money movement for clients, preparing client reports, entering initial planning information to the planning software for the advisor's analysis review, and conducting phone call follow ups with clients as directed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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