Martin Ercoline

Current Employers

Employment History

• 10/2024 → Present
  Advanced Wealth Management
  El Segundo, CA
• 03/2018 → 01/2022
  Edward Jones
  St Louis, MO
• 01/2016 → 06/2017
  Lindenwood University
  St. Charles, MO
• 06/2017 → 03/2018
  Lindenwood University
  St. Charles, MO
• 03/2018 → 11/2018
  Edward Jones
  St. Louis, MO
• 09/2018 → 10/2018
  Arizona Interscholastic Association
  Phoeniz, AZ
• 01/2022 → 04/2022
  First Financial Equity Corporation
  Scottsdale, AZ
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2022 → 05/2024
  Zona Wealth Partners Pllc
  Scottsdale, AZ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2024 → Present
  Clear Creek Holdings
  Mesa, AZ

Previous Registrations

• 2022-01-13 → 2022-04-20
  Ffec Wealth Partners Llc
  Scottsdale, AZ
• 2019-02-12 → 2022-01-14
  Edward Jones
  Tempe, AZ
  St Louis, MO
  Tempe, AZ
  Tempe, AZ
  Mesa, AZ
  Mesa, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2018; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: CLEAR CREEK HOLDINGS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: DBA FOR EXPENSE AND TAX FILING; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MAINTAIN BOOKS AND RECORDS, ENSURE TAXES FILED ACCURATELY, DUTIES OF BUSINESS OWNER; 4. NAME OF OTHER BUSINESS: ADVANCED WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: Owner APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: AMERICAN LEADERSHIP ACADEMY; INVESTMENT RELATED: NO; ADDRESS: 1070 S HIGLEY RD, GILBERT, AZ 85296; NATURE OF BUSINESS: HIGH SCHOOL WRESTLING; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: WRESTLING COACH; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COACH HIGH SCHOOL WRESTLING;

Exams

• S66 Uniform Combined State Law Examination
  2019-02-06

Other Names

• Martin John Ercoline