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David Martinez

Centura Wealth Advisory

San Diego, CA

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Current Employers
Centura Wealth Advisory

12255 El Camino Real Suite 125, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-25
  • CA RA
    APPROVED
    Since 2022-05-25

Branch Locations

12255 El Camino Real Suite 125, San Diego, CA 92130 • 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
Student San Diego CA 01/2011 12/2019
Balfour Beatty San Diego CA 06/2016 09/2016
The Retirement Group Llc San Diego CA 06/2017 05/2022
Fsc Securities Corporation San Diego CA 02/2022 05/2022
Ccg Wealth Management Llc San Diego CA 05/2022 Present
  • 01/2011 → 12/2019
    Student
    San Diego, CA
  • 06/2016 → 09/2016
    Balfour Beatty
    San Diego, CA
  • 06/2017 → 05/2022
    The Retirement Group Llc
    San Diego, CA
  • 02/2022 → 05/2022
    Fsc Securities Corporation
    San Diego, CA
  • 05/2022 → Present
    Ccg Wealth Management Llc
    San Diego, CA
Previous Registrations
  • 2021-08-16 → 2022-06-13
    The Retirement Group, Llc
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-03-28
S65 Uniform Investment Adviser Law Examination 2021-08-16
  • S63 Uniform Securities Agent State Law Examination
    2022-03-28
  • S65 Uniform Investment Adviser Law Examination
    2021-08-16

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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