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Joshua Luke Martinez

Invicta Capital LLC

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About Joshua Luke Martinez

Joshua Martinez is a financial advisor with Invicta Capital LLC. Joshua has over 18 years of experience in the financial industry. Joshua is licensed to provide securities advice in Arizona. Joshua has passed the Series 7, Series 24, Series 63, Series 65, Series 79TO, and SIE exams.

Firm Information

Joshua Martinez is currently registered with Invicta Capital LLC. Invicta Capital LLC is a Limited Liability Company formed in 2010. The firm is registered in 31 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Joshua Martinez’s Registration & Firm History

PA

03/10/2023 - Present

Invicta Capital LLC (OAKMONT PA)

FL

03/31/2016 - 02/28/2017

S2K FINANCIAL LLC (ORLANDO FL)

NE

06/26/2015 - 12/21/2015

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

CA

02/03/2010 - 05/22/2015

REALTY CAPITAL SECURITIES, LLC (DANVILLE CA)

AZ

05/21/2009 - 12/15/2009

SELECT CAPITAL CORPORATION (PHOENIX AZ)

AZ

06/05/2006 - 07/17/2007

COLE CAPITAL CORPORATION (PHOENIX AZ)

AZ

02/23/2005 - 08/17/2005

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

MO

11/02/2004 - 12/16/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/07/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/07/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2010

Series 24 - General Securities Principal Examination

BC

Issued 03/09/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/09/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Luke Martinez. Review regulatory record here.
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