ISAAC ORTIZ is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with DAI WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DAI WEALTH, LLC | 2022-12-19 | present | Yes |
| SCF INVESTMENT ADVISORS, INC. | 2016-12-19 | 2022-12-22 | — |
| FSC SECURITIES CORPORATION | 2012-01-04 | 2016-12-22 | — |
| NEW ENGLAND SECURITIES | 2006-03-06 | 2011-12-23 | — |