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Detailed Report
MARY FRANCES MARTIN-FALANGA
MARY FRANCES MARTIN BALNAVES, FRANCES MARTIN MISS, MARY FRANCES MARTIN MISS, MARY FRANCES MARTIN, MARY FRANCES MARTIN-BALNAVES…
CRD#: 4741000
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Investment Adviser
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Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 4000 LEGATO ROAD
8TH FLOOR
FAIRFAX, VA 22033
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2004 - 2006 (2 years)2 FIRMS2006 - 2006 (<1 year)IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2018 - Present (6 years)BEF LEGACY SECURITIES, LLC (CRD# 269923)2016 - 2018 (2 years)BSANDERS MORRIS HARRIS LLC (CRD# 20580)2008 - 2016 (7 years)IAEDELMAN FINANCIAL SERVICES, LLC (CRD# 113299)2009 - 2018 (9 years)IAEDELMAN FINANCIAL ADVISORS LLC (CRD# 144494)2007 - 2009 (1 year)
License(s)

State Registrations

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Texas 11/1/2018
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Virginia 11/1/2018
Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
4000 LEGATO ROAD 8TH FLOOR, FAIRFAX, VA 22033
Registered with this firm since 11/1/2018
Previous Registration(s)
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 07/17/2009 - 11/01/2018 EDELMAN FINANCIAL SERVICES, LLC (CRD#:113299) FAIRFAX, VA
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 04/22/2016 - 10/31/2018 EF LEGACY SECURITIES, LLC (CRD#:269923) FAIRFAX, VA
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 08/06/2008 - 04/22/2016 SANDERS MORRIS HARRIS LLC (CRD#:20580) FAIRFAX, VA
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 11/15/2007 - 07/20/2009 EDELMAN FINANCIAL ADVISORS LLC (CRD#:144494) FAIRFAX, VA
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 01/26/2006 - 12/31/2006 CBS ADVISORS, LLC (CRD#:134922) VIENNA, VA
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 01/09/2006 - 12/31/2006 COMMUNITY BANKERS SECURITIES, LLC (CRD#:42794) VIENNA, VA
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 02/09/2004 - 01/26/2006 LEGG MASON WOOD WALKER INC (CRD#:6555) MCLEAN, VA
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 01/22/2004 - 01/26/2006 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555) BALTIMORE, MD
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.