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Rocio Mayela Ortega

We Family Offices

Coral Gables, FL

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Current Employers
We Family Offices

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
We Family Offices Miami FL 04/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-19
S63 Uniform Securities Agent State Law Examination 2001-06-22
  • S65 Uniform Investment Adviser Law Examination
    2014-08-19
  • S63 Uniform Securities Agent State Law Examination
    2001-06-22
Other Names
  • Rocio M Ortega

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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