Eduardo Martinez has been an investment adviser representative at Forefront Wealth Partners since September 2026, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Eduardo Martinez’s longest registration was 1 year at Ae Wealth Management, LLC (2019–2021). Before joining Forefront Wealth Partners in 2026, Eduardo Martinez was registered through Secure Investment Management, LLC and Impact Partnership Wealth, LLC.
- ForefrontCurrent– present · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 308521
- Secure Investment Management, LLC– · 1 yearSanta Barbara, CA · Adviser representative · Firm CRD 141195
- Impact Partnership Wealth, LLC– · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 313928
- Ae Wealth Management, LLC– · 1 yearSanta Barbara, CA · Adviser representative · Firm CRD 282580
- Planmember Securities Corporation– · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 11869
Investment adviser representative registrations
Eduardo Martinez is registered as an investment adviser representative in California, since September 2026.
- CaliforniaSince 3 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 11 May 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 April 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 April 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Eduardo Margarito Martinez
- CRD
- 2836020
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- 1828 State Street, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Eduardo Martinez work?
Eduardo Martinez is an investment adviser representative registered through Forefront Wealth Partners, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eduardo Martinez a financial advisor?
Yes. Eduardo Martinez has a current investment-adviser registration in California, through Forefront Wealth Partners since September 2026.
How many years of experience does Eduardo Martinez have?
Eduardo Martinez has 3 years in the financial industry, since November 2022, across 5 adviser firms.
What exams has Eduardo Martinez passed?
Eduardo Martinez has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in April 1997. FINRA credited Eduardo Martinez with the SIE, which began in October 2018.
Where did Eduardo Martinez work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Eduardo Martinez was registered through Secure Investment Management, LLC, October 2024 to February 2026; Impact Partnership Wealth, LLC, August 2022 to November 2022; Ae Wealth Management, LLC, September 2019 to June 2021; Planmember Securities Corporation, July 2002 to December 2002.
Where is Eduardo Martinez based?
Eduardo Martinez’s registered office is in Santa Barbara, CA.
Is Eduardo Martinez registered with FINRA?
No. Eduardo Martinez has no current broker registration.
How can I verify Eduardo Martinez’s record?
Search CRD 2836020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eduardo Martinez’s full registration record.
