OM
Oscar Martinez
CRD 3166236
Firms
| Firm | Role | As of |
|---|---|---|
| Valley Wealth Strategies, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Omega Alpha Elder Association Of Zeta Psi | individual director, officer secretary, president | — | 09/30/2024 |
| Madera Association Of Realtors | Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Valley Wealth Strategies, Llc
Chief Compliance Officer · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗