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Orlando David Martinez

American Century Investments Private Client Group, Inc.

Kansas City, MO

Kansas City, KS

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Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-26
MO RA APPROVED 2025-03-26
TX RA APPROVED 2025-03-26
  • KS RA
    APPROVED
    Since 2025-03-26
  • MO RA
    APPROVED
    Since 2025-03-26
  • TX RA
    APPROVED
    Since 2025-03-26

Branch Locations

4400 Main Street, Kansas City, MO 64111-7709 • United States

Kansas City, KS • 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
American Century Investment Services, Inc. Kansas City MO 04/2022 Present
Farmers Insurance Kansas City KS 04/2021 03/2022
Urenda Tool Company Kansas City KS 06/2018 04/2021
Dst Systems Lawrence KS 10/2017 05/2018
University Of Kansas Lawrence KS 08/2014 05/2018
  • 04/2022 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 04/2021 → 03/2022
    Farmers Insurance
    Kansas City, KS
  • 06/2018 → 04/2021
    Urenda Tool Company
    Kansas City, KS
  • 10/2017 → 05/2018
    Dst Systems
    Lawrence, KS
  • 08/2014 → 05/2018
    University Of Kansas
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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