JAMES THOMAS ORTLIP is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with F L PUTNAM INVESTMENT MANAGEMENT CO..
| Firm | From | To | Current |
|---|---|---|---|
| F L PUTNAM INVESTMENT MANAGEMENT CO. | 2025-03-26 | present | Yes |
| AOG WEALTH MANAGEMENT | 2013-05-03 | 2025-03-07 | — |
| CETERA ADVISORS LLC | 2012-02-28 | 2013-05-02 | — |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | 2012-02-09 | 2012-02-28 | — |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | 2004-06-08 | 2011-12-23 | — |
| CAPITAL FINANCIAL GROUP LEESBURG ASSOCIATES, LLC | 2001-05-30 | 2004-06-14 | — |