GILBERT ADAN CORTEZ is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with CORTEZ WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORTEZ WEALTH MANAGEMENT, LLC | 2024-11-21 | present | Yes |
| OSAIC WEALTH, INC. | 2024-06-14 | 2024-11-13 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2017-03-03 | 2024-06-14 | — |
| CETERA ADVISORS LLC | 2016-10-03 | 2017-03-17 | — |
| INVESTORS CAPITAL CORP. | 2011-02-18 | 2016-10-03 | — |
| EDWARD D. JONES & CO., L.P. | 2008-01-02 | 2011-02-23 | — |