Oscar Martinez

Current Employers

Employment History

• 11/2017 → Present
  Lpl Financial Llc
  Lake Forest, CA
• 08/2009 → Present
  C L Zuk & Associates
  Lake Forest, CA
• 10/2017 → Present
  Valley Wealth Strategies, Llc
  Lake Forest, CA

Other Businesses

1. 11/29/2017 - Zuk Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Chief Information Officer - Start Date 8/09 - 160 Hours Per Month. 2. 1/4/2018 - Valley Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 1/3/2017 - 80 Hours Per Month/50 Hours During Securities Trading - I provide administrative support to Valley Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 01/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 1/8/2018 - Valley Wealth Strategies, LLC - DBA: (Hybrid) Zuk Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - CCO - Started 01/2017 - 80 Hours Per Month/50 Hours During Securities Trading. 4. 7/20/2020 - Valley Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 120 Hours Per Month/60 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-20
• S63 Uniform Securities Agent State Law Examination
  2018-10-22