Inactive

Patrick Francis Ortman

Ortman Financial Planning

North Bethesda, MD

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Current Employers

Ortman Financial Planning

909 Rose Ave Floor 4, North Bethesda, MD 20852 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-11-21
DC	RA	APPROVED	2024-03-25
FL	RA	APPROVED	2022-10-12
VA	RA	APPROVED	2017-01-12
MD	RA	APPROVED	2016-01-21
TX	RA	APPROVED_RES	2015-11-17

CO RA
APPROVED

Since 2025-11-21
DC RA
APPROVED

Since 2024-03-25
FL RA
APPROVED

Since 2022-10-12
VA RA
APPROVED

Since 2017-01-12
MD RA
APPROVED

Since 2016-01-21
TX RA
APPROVED_RES

Since 2015-11-17

Branch Locations

909 Rose Ave Floor 4, North Bethesda, MD 20852 • 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
Ortman Financial Planning	North Bethesda	MD	01/2015	Present

01/2015 → Present

Ortman Financial Planning

North Bethesda, MD

Previous Registrations

2014-08-11 → 2015-12-31

Commonwealth Financial Network

Waltham, MA

Annapolis, MD

Orlando, FL
2010-05-20 → 2014-08-19

First Command Brokerage Services, Inc.

Annapolis, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-05-19
S63	Uniform Securities Agent State Law Examination	2010-05-05

S65 Uniform Investment Adviser Law Examination

2010-05-19
S63 Uniform Securities Agent State Law Examination

2010-05-05

Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

GLASSMAN WEALTH SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PROFIT INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

Other Investors

Brian SCOTT Ewers

STACEE BAIN CRITTENDEN

SYED ABDUL RUMIN

Matthew EVERETT Bosley

Craig ARGENT Dell

DIEGO J DOMINGUEZ

Grant Patrick Furnary

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH BETHESDA, MD

GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD

CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD

GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD

EDWARD JONES · Rockville, MD

More in North Bethesda, MD

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