Martin Jeffrey Lombrano

Current Employers

Employment History

• 09/2007 → 02/2024
  Lpl Financial, Llc
  Newport Beach, CA
• 08/2007 → 12/2016
  Pence Wealth Management Corporation
  New Port Beach, CA
• 11/2017 → 08/2021
  Financial Advocates Investment Management
  Newport Beach, CA
• 05/2021 → 11/2023
  Wealth Management Solution, Llc
  Newport Beach, CA
• 08/2023 → 08/2023
  Balanced Security Planning, Inc.
  Newport Beach, CA
• 09/2023 → Present
  Miramontes Capital, Llc Dba Primary Advisors
  Newport Beach, CA
• 02/2024 → Present
  Balanced Security Planning, Inc.
  Newport Beach, CA

Previous Registrations

• 2021-05-20 → 2023-11-06
  Wealth Management Solutions, Llc
  Newport Beach, CA
• 2017-11-14 → 2021-08-27
  Financial Advocates Investment Management
  Newport Beach, CA
  Olympia, WA
  Pasedena, CA
  Torrance, CA
• 2007-09-07 → 2018-03-02
  Lpl Financial Llc
  Torrance, CA
  Torrance, CA
  Newport Beach, CA
  Torrance, CA
  Newport Beach, CA
  Torrance, CA
  Newport Beach, CA
  Torrance, CA
  Pasadena, CA
  Newport Beach, CA
• 2008-05-08 → 2016-11-01
  Pence Wealth Management, Inc.
  Newport Beach, CA
• 2001-06-30 → 2007-09-14
  Mutual Service Corporation
  Rancho Santa Margarita, CA

Other Businesses

1. Trustee for Mother-in-Law & Wife's Uncle - investment-related - 4000 Macarthur Blvd., #600, NB CA 92660 - investment management - Trustee - 0.5 hours/month - 0 hours/month during securities trading - investment. 2. Non-Variable Insurance - investment-related - 4000 Macarthur Blvd., #600, NB CA 92660 - Insurance - Insurance Agent - 1991 - 10 hours/month - 0 hours/month during securities trading - Insurance - life & disability & long term care. 3. Notary Public - not investment-related - 49 Castletree, RSM CA 92688 - notarization of documents - Notary - 02/09/2011 - 0 hours/month - 0 hours/month during securities trading - license is current. 4. Primary Advisors, Inc. - not investment-related - 49 Castletree, RSM CA 92688 - S-Corp receiving income and paying expenses - President - 1991 - 0 hours/month - 0 hours/month during securities trading - S-Corp receiving income and paying expenses. 5. RML Home LLCD - not investment-related - 49 Castletree, RSM CA 92688 - Real Estate Rental - Co-Managing Partner for LLC - 2013 - 0 hours/month - 0 hours/month during securities trading - inactive. 6. RML/L4 LLC - not investment-related - 49 Castletree, RSM CA 92688 - buying/selling real estate with brother - Member - 2010 - 0 hours/month - 0 hours/month during securities trading - real estate sales and purchases. 7. Re/Max SS - not investment-related - 49 Castletree, RSM CA 92688 - referral of business to daughter as sales or purchases of residential real estate - Realtor - 2016 - 0.5 hours/month - 0 hours/month during securities trading - sales and purchases of residential real estate. 8. Treasurer for Promise Land Living - not investment-related - PO Box 58786 Raleigh, NC 26758 - oversee non-profit finances/ budget - Treasurer - 2026 - 4 hours/ month not during securities trading hours 9. MRL Capital, LLC - investment related - 6487 Affermato St. Las Vegas, NV 89131 - purchase and sale of securities - Managing Member - Since 08/2026 - 4 hours/month during securities hours - purchase and sale of stocks, bonds, REITS, and real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1992-04-16

Other Names

• Martin Jeffrey Lombrand
• Martin J Lombrano