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Gregory Martinez
Gregory Tholen Martinez
CRD#: 6844939
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 1000 LOUISIANA ST 7TH FL
[TN/TD-RBO]
HOUSTON, TX 77002
Registration History
20172018201920202021202220232024202520262 FIRMS2021 - 2024 (2 years)2 FIRMS2024 - Present (<1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2018 - 2021 (2 years)BAXA ADVISORS, LLC (CRD# 6627)2017 - 2018 (<1 year)
License(s)

State Registrations

B
Florida 6/3/2024

IA
Texas 6/3/2024

B
Texas 6/3/2024

SRO Registrations

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
1000 LOUISIANA ST 7TH FL [TN/TD-RBO], HOUSTON, TX 77002
Registered with this firm since 6/3/2024

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
1000 LOUISIANA ST 7TH FL [TN/TD-RBO], HOUSTON, TX 77002
Registered with this firm since 6/3/2024

Previous Registration(s)
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IA
07/28/2021 - 03/11/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
B
06/08/2021 - 03/11/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
B
09/26/2018 - 06/15/2021 J.P. MORGAN SECURITIES LLC (CRD#:79) HOUSTON, TX
B
12/05/2017 - 09/24/2018 AXA ADVISORS, LLC (CRD#:6627) HOUSTON, TX
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B
Broker
IA
Investment Adviser
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.