Sergio Villa Ortiz is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with MERIDIAN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT, LLC | 2023-09-28 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2022-07-20 | 2023-10-27 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2020-09-28 | 2022-06-01 | — |