Carlos Daniel Ruiz is an investment adviser representative (IAR) with state registration records since 2019, appearing at 7 firms. Currently registered with MISSION WEALTH MANAGEMENT, LP.
| Firm | From | To | Current |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 2026-03-09 | present | Yes |
| ORIGIN INVESTMENT ADVISORY LLC | 2025-09-17 | 2026-02-11 | — |
| ZERO DAY CAPITAL ENTERPRISES LLC | 2025-04-22 | 2025-05-29 | — |
| PIVOT WEALTH ADVISORS | 2025-02-28 | 2026-03-06 | — |
| FACET WEALTH, INC | 2021-11-17 | 2025-01-06 | — |
| FINANCIAL PATHWAYS | 2020-01-23 | 2021-11-17 | — |
| WECHTER FELDMAN WEALTH MANAGEMENT, INC. | 2019-01-22 | 2020-01-07 | — |