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Frank Martinez

Penn Portfolio Partners LLC

Hatfield, PA

CRD 8006564

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Employer firm

Penn Portfolio Partners LLC CRD 333736

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Penn Portfolio Partners Llc

Hatfield, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-24
  • PA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Hatfield, PA • 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
Penn Portfolio Partners Llc Telford PA 10/2024 Present
Language Service Associates, Inc. Horsham PA 09/2023 10/2025
Ems Linq, Llc Wilmington NC 07/2019 09/2023
Src Solutions, Inc. Center Valley PA 11/2017 07/2019
Unemployed Hatfield PA 08/2017 11/2017
Gimpel Software, Llc Collegeville PA 09/2000 08/2017
Emergencetek Group Inc. Buffalo NY 01/2026 Present
  • 10/2024 → Present
    Penn Portfolio Partners Llc
    Telford, PA
  • 09/2023 → 10/2025
    Language Service Associates, Inc.
    Horsham, PA
  • 07/2019 → 09/2023
    Ems Linq, Llc
    Wilmington, NC
  • 11/2017 → 07/2019
    Src Solutions, Inc.
    Center Valley, PA
  • 08/2017 → 11/2017
    Unemployed
    Hatfield, PA
  • 09/2000 → 08/2017
    Gimpel Software, Llc
    Collegeville, PA
  • 01/2026 → Present
    Emergencetek Group Inc.
    Buffalo, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-31
  • S65 Uniform Investment Adviser Law Examination
    2024-08-31

View on SEC IAPD

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