Efren Vincent Martinez

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Riverside, CA

Previous Registrations

• 2022-06-07 → 2023-09-01
  Osaic Services, Inc.
  Riverside, CA

Other Businesses

1. MARTINEZ & REZAC FINANCIAL SERVICES, INC. POSITION: Owner - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2002 ADDRESS: 16099 Hillsmont Ln, RIVERSIDE CA 92503, United States DESCRIPTION: Selling fixed and health insurance 2. MARTINEZ & REZAC FINANCIAL SERVICES, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 STATE DATE: 01/25/2011 ADDRESS: 16099 Hillsmont Ln, RIVERSIDE CA 92503, United States DESCRIPTION: Notary Public of the State of California 3. MARTINEZ & REZAC FINANCIAL SERVICES POSITION: Owner - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2002 ADDRESS: 16099 Hillsmont Ln, RIVERSIDE CA 92503, United States DESCRIPTION: Selling fixed and health insurance 4. MARTINEZ & REZAC FINANCIAL SERVICES POSITION: Owner - NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2002 ADDRESS: 16099 Hillsmont Lane, Riverside CA 92503, United States DESCRIPTION: Notary Public of the State of California 5. RENTAL PROPERTY POSITION: Owner/Landlord NATURE: Sole owner of a rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2021 ADDRESS: 16099 Hillsmont Ln, RIVERSIDE CA 92503, United States DESCRIPTION: Owner/Landlord.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-03
• S63 Uniform Securities Agent State Law Examination
  1991-03-21