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Ismael Martinez Navarro

LPl Financial LLC

Valencia, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-10
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2025-04-10
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

27918 Franklin Pkway, Valencia, CA 91355 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Valencia CA 10/2013 12/2019
Bank Of America, N.A. Valencia CA 12/2013 12/2019
Lpl Financial Llc Burbank CA 01/2020 Present
Logix Fcu Burbank CA 01/2020 Present
Previous Registrations
  • 2013-10-23 → 2019-12-09
    North Hollywood, CA
    North Hollywood, CA
    Van Nuys, CA
    San Fernando, CA
    Sylmar, CA
    Canyon Country, CA
    Sylmar, CA
    San Fernando, CA
    Santa Clarita, CA
    Newhall, CA
    Newhall, CA
    Santa Clarita, CA
    Stevenson Ranch, CA
    Stevenson Ranch, CA
    Stevenson Ranch, CA
    Santa Clarita, CA
    Santa Clarita, CA
    Valencia, CA
    Stevenson Ranch, CA
    Santa Clarita, CA
  • 2011-01-13 → 2013-02-27
    Los Angeles, CA
    Los Angeles, CA
    Reseda, CA
    Westlake Village, CA
    Canoga Park, CA
    Westlake Village, CA
    Chatsworth, CA
  • 2008-12-08 → 2010-05-28
    Wells Fargo Investments, Llc
    Reseda, CA
    Pacoima, CA
Other Businesses

1)1/10/2020- LOGIX Financial Services - DBA for LPL Business (entity for LPL business)- Inv. Related- at reportable business location(s)- 100% 2)1/10/2020- Baja Damina LLC, DBA Ricky's Fish Tacos- Business Owner - co-owner for a food Truck - San Fernando, CA - 8hrs/mth- 5% 3) 6/26/2020 - Logix Federal Credit Union - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/14/2020 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-05
  • S66 Uniform Combined State Law Examination
    2008-12-05
Other Names
  • Ismael N Martinez
  • Ismael Martinez
  • Ismael Martinez Navarro
  • Ismael Martinez
  • Ismael N. Martinez
  • Ismael Navarro Martinez

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