# Carlos Daniel Ruiz

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MISSION WEALTH MANAGEMENT, LP](https://search.stillhousedata.com/firm/113057) | 2026-03-09 | present | Yes |
| [ORIGIN INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/305353) | 2025-09-17 | 2026-02-11 | — |
| [ZERO DAY CAPITAL ENTERPRISES LLC](https://search.stillhousedata.com/firm/331228) | 2025-04-22 | 2025-05-29 | — |
| [PIVOT WEALTH ADVISORS](https://search.stillhousedata.com/firm/334682) | 2025-02-28 | 2026-03-06 | — |
| [FACET WEALTH, INC](https://search.stillhousedata.com/firm/285961) | 2021-11-17 | 2025-01-06 | — |
| [FINANCIAL PATHWAYS](https://search.stillhousedata.com/firm/159202) | 2020-01-23 | 2021-11-17 | — |
| [WECHTER FELDMAN WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/119956) | 2019-01-22 | 2020-01-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7062168)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7062168.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.