CARLOS ALFREDO CORTEZ is an investment adviser representative (IAR) with state registration records since 2008, appearing at 8 firms. Currently registered with CORTEZ WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORTEZ WEALTH ADVISORS LLC | 2018-02-12 | present | Yes |
| CORTEZ WEALTH ADVISORS LLC | 2018-02-02 | 2018-12-31 | — |
| BROOKSTONE WEALTH ADVISORS, LLC | 2014-11-17 | 2018-03-01 | — |
| RESOURCE HORIZONS INVESTMENT ADVISORY, INC. | 2013-10-28 | 2014-10-30 | — |
| COPPELL ADVISORY SOLUTIONS LLC | 2013-04-04 | 2014-04-08 | — |
| CALTON & ASSOCIATES, INC. | 2011-02-18 | 2013-01-15 | — |
| JHS CAPITAL ADVISORS, LLC | 2010-09-07 | 2011-02-14 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2009-10-05 | 2010-09-08 | — |
| AMERIPRISE ADVISOR SERVICES, INC. | 2008-06-06 | 2009-10-05 | — |