Daniel Jeremiah Ortiz is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with COMMONWEALTH EQUITY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 2021-08-02 | present | Yes |
| CITIZENS SECURITIES, INC. | 2020-12-01 | 2021-07-26 | — |
| CETERA ADVISORS LLC | 2020-06-29 | 2020-12-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-05-16 | 2020-06-25 | — |