DL
David Lewis Martinez
CRD 2380628
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Enzi Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Enzi Wealth, Llc
Chief Compliance Officer, Chief Executive Officer And Managing Member · 50% – 75% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗