MICHAEL J ORTIZ is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2023-01-09 | present | Yes |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2019-02-15 | 2023-01-09 | — |