Deanna Ochi Chan Martins

Current Employers

Employment History

• 09/2015 → 02/2017
  Goldberg, Gluck & Associates
  Foster City, CA
• 02/2017 → 10/2017
  June Chan Accountaing And Bookkeeping
  San Mateo, CA
• 10/2017 → Present
  Deanna Martins Cpa
  Sacramento, CA
• 10/2020 → 12/2020
  Equitable Advisors, Llc
  New York, NY
• 11/2022 → Present
  Sagepoint Financial, Inc.
  Gardena, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2023-01-03 → 2023-09-01
  Osaic Services, Inc.
  Gardena, CA
  Sacramento, CA

Other Businesses

1) DEANNA MARTINS CPA - A PROFESSIONAL CORPORATION POSITION: Owner/CEO NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/17/2017 ADDRESS: 1555 River Park Dr, Suite 101, Sacramento CA 95815, United States DESCRIPTION: I'm the owner of a CPA firm. I give clients tax planning advice and prepare tax returns. 2) INSURANCE POSITION: Insurance NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2020 ADDRESS: 1555 River Park Drive, Sacramento CA 95815, United States DESCRIPTION: SAGEPOINT - INSURANCE; POSITION: Statutory Agent; NATURE: Sole Proprietor; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 1; START DATE: 09/15/2020; ADDRESS: 1555 RIVER PARK DRIVE, SACRAMENTO, CA; DESCRIPTION: SALE OF INSURANCE PRODUCTS 3) TRUSTEE - PERSONAL TRUST POSITION: Co-Trustee NATURE: Trustee of personal, family living trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2019 ADDRESS: 3672 Miners Ravine Dr, Roseville CA 95661, United States DESCRIPTION: Co-Trustee of the family living trust.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-20

Other Names

• Anna Chan
• Deanna Ochi Chan
• Deanna Ochi Chan Martins