# GILBERT ADAN CORTEZ

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CORTEZ WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/333390) | 2024-11-21 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-06-14 | 2024-11-13 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2017-03-03 | 2024-06-14 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2016-10-03 | 2017-03-17 | — |
| [INVESTORS CAPITAL CORP.](https://search.stillhousedata.com/firm/30613) | 2011-02-18 | 2016-10-03 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2008-01-02 | 2011-02-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5408442)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5408442.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.