Amy Brooke Martinez
Investment Adviser Representative at D.a. Davidson & Co.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amy Brooke Martinez is an investment adviser representative with D.a. Davidson & Co. in Grand Junction, CO, where they have been registered since 2021. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Texas
- Broker:
28 states and territories
Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, Oklahoma, Oregon, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors, LLCMay 2014 – Nov 2016Denver, CO
- Wells Fargo Clearing Services, LLCNov 2016 – May 2021Grand Junction, CO
- D.a. Davidson & Co.May 2021 – no end date reportedGrand Junction, CO
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About D.a. Davidson & Co.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 693
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Great Falls, MT
- SEC file number:
- 801-45761
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at D.a. Davidson & Co.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amy Brooke Martinez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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