Wendy Tamie Martinez

Current Employers

Employment History

• 06/1999 → 12/2018
  National Planning Corporation
  El Segundo, CA
• 04/2018 → 12/2018
  Sii Investments
  Appleton, WI
• 08/2019 → 07/2023
  Independent Financial Group
  Richmond, VA
• 08/2019 → 05/2023
  F3Logic Llc
  Archbold, OH
• 01/2019 → 08/2019
  Unemployed
  Torrance, CA
• 09/2019 → 05/2023
  F3 Logic, Llc
  Archbold, OH
• 06/2023 → Present
  Gallagher Fiduciary Advisors
  Richmond, VA
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Richmond, VA

Previous Registrations

• 2019-10-01 → 2023-05-19
  F3Logic, Llc
  Burnsville, MN
• 2000-10-11 → 2018-06-25
  National Planning Corporation
  El Segundo, CA
  Santa Monica, CA
  Appleton, WI
  Los Angeles, CA

Other Businesses

1) f3Logic,LLC;investment related;11980 Portland Ave S,Burnsville,MN 55537;llc;director of operations;1/27/2020;160 hrs/month;130 hrs during trading;oversight of day to day operations 2) GALLAGHER FIDUCIARY ADVISORS, LLC POSITION: VP Operations NATURE: It is a registered investment advisor LLC (RIA Business) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/19/2023 ADDRESS: 2850 Golf Road, Rolling Meadows IL 60008, United States DESCRIPTION: Oversight of day to day operations

Exams

• S66 Uniform Combined State Law Examination
  2000-09-19

Other Names

• Wendy Higa
• Wendy Omura
• Wendy Martinez
• Wendy Tamie Martinez
• Wendy Tamie Omura
• Wendy T Omura