# CAROLINA NMN ORTIZ

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SHARED VISION WEALTH GROUP](https://search.stillhousedata.com/firm/325000) | 2023-06-16 | present | Yes |
| [NORTHWEST ASSET MANAGEMENT](https://search.stillhousedata.com/firm/147923) | 2020-02-27 | 2023-09-22 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | 2020-03-05 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2013-07-09 | 2018-01-08 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2012-02-23 | 2013-06-14 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2005-02-15 | 2012-02-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4571486)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4571486.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.