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Albert Martinez

Core Planning

Ofallon, MO

Alpharetta, GA

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-11
  • GA RA
    APPROVED
    Since 2026-08-11

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Alpharetta, GA • 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
The Mika Group, Inc. Alpharetta GA 01/2011 Present
Core Planning, Llc Ofallon MO 07/2026 Present
  • 01/2011 → Present
    The Mika Group, Inc.
    Alpharetta, GA
  • 07/2026 → Present
    Core Planning, Llc
    Ofallon, MO
Other Businesses

Name: The Mika Group, Inc. The business in not investment-related. Address: home based, 710 Abbey Terrace, Alpharetta, GA 30022 Nature: The business is used to consult real estate management functions. My Position: Owner, President Start Date: January 2011 Approximate number of hours devoting to this business: about 60 hours per month, 40 per month during securities trading hours. My duties: I provide consulting management services to a Real Estate Management company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-07
  • S65 Uniform Investment Adviser Law Examination
    2026-03-07

View on SEC IAPD

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