CAROLINA NMN ORTIZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with SHARED VISION WEALTH GROUP.
| Firm | From | To | Current |
|---|---|---|---|
| SHARED VISION WEALTH GROUP | 2023-06-16 | present | Yes |
| NORTHWEST ASSET MANAGEMENT | 2020-02-27 | 2023-09-22 | — |
| USAA INVESTMENT SERVICES COMPANY | 2018-01-08 | 2020-03-05 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-07-09 | 2018-01-08 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2012-02-23 | 2013-06-14 | — |
| U.S. BANCORP ADVISORS, LLC | 2005-02-15 | 2012-02-23 | — |