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3935 Tampa Rd Ste. 3, Oldsmar, FL 34677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| AZ | RA | APPROVED | 2022-09-09 |
| TX | RA | APPROVED_RES | 2019-01-15 |
| LA | RA | APPROVED | 2018-02-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcm Securities | Woodstock | GA | 10/2014 | 06/2019 |
| Retirement Wealth Advisors, Inc. | Tampa | FL | 11/2014 | 02/2018 |
| Cortez Wealth Management | Tampa | FL | 01/2012 | Present |
| Cortez Wealth Advisors Llc | Oldsmar | FL | 01/2018 | Present |
| World Equity Group | Clearwater | FL | 07/2019 | 02/2020 |
| Taylor Capital Management, Inc | Woodstock | GA | 10/2014 | 07/2019 |
1) 01/2012 - PRESENT, CORTEZ WEALTH MANAGEMENT, 6601 MEMORIAL HIGHWAY, SUITE 209,TAMPA, FL, OWNER/FINANCIAL SERVICES, INSURANCE, INVESTMENT ADVISOR, CEO AND PRESIDENT, HOURS DEDICATED: 20/WEEK (20/WEEK DURING TRADING HOURS) 2) GOLD SALES FOR CORNERSTONE ASSET METAL, TAMPA, FL, 3/MONTH, START: 2022, INVESTMENT RELATED 3) SCRIPTURES & WALLSTREET PODCAST; NON-INVESTMENT RELATED; OLDSMAR, FL; PODCAST; PRESIDENT & HOST; START: 11/2024; 12 HRS/MO DURING NON-TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-02 |
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