ANTHONY ROD ORTALE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with INSIGHT WEALTH STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INSIGHT WEALTH STRATEGIES, LLC | 2018-10-24 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2017-12-12 | 2018-02-22 | — |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 2015-10-07 | 2017-03-29 | — |
| FIRST ALLIED SECURITIES, INC. | 2009-07-02 | 2010-07-27 | — |
| CHARLES SCHWAB & CO., INC. | 2008-10-06 | 2009-06-22 | — |
| HORIZON WEALTH GROUP, LLC. | 2008-01-09 | 2008-08-29 | — |
| FIRST ALLIED SECURITIES, INC. | 2007-07-19 | 2008-09-09 | — |