Sloane River Veda Ortel

Current Employers

Ethical Capital

Provo, UT • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-04-17

UT RA
APPROVED

Since 2023-04-17

Branch Locations

Provo, UT • 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

Organization	City	State	From	To
Ethical Capital Llc	Provo	UT	07/2021	Present
River Orion Llc	Brooklyn	NY	10/2018	12/2023
Citywire Llc	New York	NY	01/2020	11/2021
Cfa Institute	New York	NY	05/2010	10/2018

07/2021 → Present

Ethical Capital Llc

Provo, UT
10/2018 → 12/2023

River Orion Llc

Brooklyn, NY
01/2020 → 11/2021

Citywire Llc

New York, NY
05/2010 → 10/2018

Cfa Institute

New York, NY

Previous Registrations

2021-07-30 → 2024-12-31

Ethical Capital

Provo, UT

Other Businesses

(1) 2021-Present: Free Money Podcast/Not Investment Related/Brooklyn, NY/Co-Host/Activity involves 10% time each month, including during traditional business hours.// (2) 2022-Present Woodcache PBC/co-founder/not investment related/Provo UT/Carbon removal project developer/involves less than 10% time each month, including during regular business hours//(3)2023-Present Responsible Alpha/Board member/not investment related/Vienna, austria/Sustainability consulting firm/involves less than 10% time each month, including during regular business hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-29

S65 Uniform Investment Adviser Law Examination

2020-07-29

Other Names

William Charles Gormley Ortel
Ortel C. G. William
William C. G. Ortel
Sloane R. V. Ortel
Sloane Ortel

View on SEC IAPD