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OSBALDO DANIEL MARTINEZ
Ozzy Martinez
CRD#: 7122452
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 2785 SW CEDAR HILLS BLVD.
BEAVERTON, OR 97005-1344
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2785 SW CEDAR HILLS BLVD.
BEAVERTON, OR 97005
Registration History
Oct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (1 year)BCROWDSTREET CAPITAL LLC (CRD# 312762)2023 - 2023 (<1 year)IACROWDSTREET ADVISORS, LLC (CRD# 299176)2022 - 2023 (1 year)
License(s)

State Registrations

B
Arizona 9/23/2024

B
New York 9/23/2024

B
California 3/12/2024

B
Oregon 1/22/2024

B
Colorado 9/23/2024

IA
Oregon 2/8/2024

B
Idaho 3/12/2024

B
Texas 9/23/2024

B
Illinois 9/23/2024

IA
Texas 1/8/2025

B
Nevada 3/12/2024

B
Washington 3/12/2024

SRO Registrations

B
FINRA

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
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
2785 SW CEDAR HILLS BLVD., BEAVERTON, OR 97005-1344
Registered with this firm since 2/8/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2785 SW CEDAR HILLS BLVD., BEAVERTON, OR 97005
PORTLAND, OR
Registered with this firm since 1/22/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/09/2022 - 10/13/2023 CROWDSTREET ADVISORS, LLC (CRD#:299176) Portland, OR
B
08/04/2023 - 10/13/2023 CROWDSTREET CAPITAL LLC (CRD#:312762) AUSTIN, 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.