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Elizabeth C. De Muro
PROXY FREEDOM
Walnut Creek, CA 94596
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CRD#: 6618323
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Professional summary
Elizabeth Christina De Muro, who also goes by Elizabeth Christina Martinez, is a registered financial advisor currently at PROXY FREEDOM located in Walnut Creek, California and GOLDEN STATE EQUITY PARTNERS, LLC located in Newport Beach, California.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Elizabeth has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Christina Martinez
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.
1.) Golden State Equity Partners DBA TVN Advisors, Investment related at registered office, Investment Advisor Representative, begin 7/30/2025 40 hours/week all during securities trading hours. 5.) HUNTINGTON BEACH ADULT SCHOOL - INSTRUCTOR - TEACHING/COACHING - HUNTINGTON BEACH, CA - SINCE 10/2024 - NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Christina De Muro's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 10, 2023 - Present
PROXY FREEDOM
Office #1: 877 Ygnacio Valley Rd., Walnut Creek, CA 94596RIA
CRD#: 324749
Walnut Creek, CA
Current
July 30, 2025 - Present
GOLDEN STATE EQUITY PARTNERS, LLC
Office #1: 20201 Sw Birch St, Ste 250, Newport Beach, CA 92660RIA
CRD#: 322879
Newport Beach, CA
Past
August 2, 2023 - June 25, 2025
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
WALNUT CREEK, CA
Past
October 8, 2020 - August 9, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Long Beach, CA
Past
October 8, 2020 - August 9, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Long Beach, CA
Past
November 2, 2018 - October 21, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
MANHATTAN BEACH, CA
Past
June 12, 2018 - February 4, 2019
MADRID RETIREMENT ADVISORS
RIA
CRD#: 172464
MANHATTAN BEACH, CA
Past
July 27, 2017 - October 21, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
MANHATTAN BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA
CRD#: 322879 / SEC#: 801-126441
RIA
Registered Investment Advisory firm - (8/25/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA
CRD#: 322879 / SEC#: 801-126441
RIA
Registered Investment Advisory firm - (8/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 E. Sandpointe Ave Suite 460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,604 |
| AUM (Assets Under Management) | $ 880,384,165 |
Red Flags
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Company Information
GOLDEN STATE EQUITY PARTNERS, LLC
CRD#: 322879Walnut Creek, CA 94596TRUST BUT VERIFY
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