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Lisa Maria Martinez

Familywealth

Denver, CO

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Current Employers
Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-11
  • CO RA
    APPROVED
    Since 2025-08-11

Branch Locations

4600 S Syracuse 9Th Floor, Denver, CO 80237 • 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
Brokers Choice Of America Englewood CO 04/2004 Present
  • 04/2004 → Present
    Brokers Choice Of America
    Englewood, CO
Other Businesses

Licensed, independent insurance agent selling fixed insurance products. Non-investment related, devoting 15 hours per month. DBA Integrity First Financial Services, LLC, located at 10700 E Geddes Ave, Suite 125 Englewood CO 80112. Began insurance sales in 2012. Licensed real estate broker through Skytan Real Estate, LLC, 1140 S Townsend Avenue, Montrose, CO 81401. Non-investment related, devoting less than 5 hours per month, none of which is during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-08
  • S65 Uniform Investment Adviser Law Examination
    2020-09-08
Other Names
  • Lisa Maria Martinez

View on SEC IAPD

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