Carlos Ortiz is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | 2021-09-30 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2021-07-14 | 2021-10-11 | — |