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Sandra J. Martin

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CRD#: 2113257
SM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sandra Jo Martin, who also goes by Sandra J Martin, Sandra J Martinwoods, Sandra Jo Martinwoods, Sandra Martin Woods, was a registered financial professional .

Sandra is a previously registered financial professional and started their career in finance in 1991. Sandra had worked at 16 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sandra J Martin | Sandra J Martinwoods | Sandra Jo Martinwoods | Sandra Martin Woods

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 27, 2019 - December 31, 2020

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Seattle, WA
Past

February 27, 2019 - December 31, 2020

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
Seattle, WA
Past

June 7, 2018 - December 31, 2020

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Seattle, WA
Past

June 7, 2018 - December 31, 2020

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
Seattle, WA
Past

August 14, 2017 - December 31, 2020

NORTHERN FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45943
Seattle, WA
Past

August 14, 2017 - December 31, 2020

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
Seattle, WA
Past

August 14, 2017 - December 31, 2020

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
Seattle, WA
Past

August 14, 2017 - December 31, 2020

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
Seattle, WA
Past

July 28, 2017 - December 31, 2020

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Seattle, WA
Past

June 7, 2016 - April 26, 2017

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC

BD
CRD#: 329
SEATTLE, WA
Past

February 1, 2011 - April 26, 2017

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

August 7, 2008 - February 3, 2011

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
MCLEAN, VA
Past

May 7, 2002 - July 25, 2008

WAMU CAPITAL CORP.

BD
CRD#: 119069
SEATTLE, WA
Past

September 18, 2001 - May 2, 2002

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

September 3, 1997 - August 31, 2001

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

September 30, 1991 - September 3, 1997

U.S. BANCORP SECURITIES

BD
CRD#: 17439
PORTLAND, OR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/20/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


ID
IMST DISTRIBUTORS, LLC
FORESIDE DISTRIBUTION PARTNERS, LLC | PNC FUND DISTRIBUTOR, LLC | PNC FUND DISTRIBUTOR, INC. | MERCANTILE INVESTMENT SERVICES, INC. | IMST DISTRIBUTORS, LLC

CRD#: 130745 / SEC#: , 8-66389

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/01/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IMST DISTRIBUTORS, LLC

CRD#: 130745

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