Oscar R Vives Ortiz

Current Employers

Sensible Money, Llc

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-09-04

FL RA
APPROVED

Since 2024-09-04

Branch Locations

Riverview, FL • United States

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • 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
Peace Wealth Management	Largo	FL	01/2015	12/2016
Lpl Financial, Llc	Largo	FL	01/2015	12/2016
Pnc Private Bank	Tampa	FL	12/2016	07/2024
Sensible Money	Tampa	FL	07/2024	Present

01/2015 → 12/2016

Peace Wealth Management

Largo, FL
01/2015 → 12/2016

Lpl Financial, Llc

Largo, FL
12/2016 → 07/2024

Pnc Private Bank

Tampa, FL
07/2024 → Present

Sensible Money

Tampa, FL

Previous Registrations

2016-03-18 → 2016-11-22

Lpl Financial Llc

Largo, FL

Seminole, FL

Pinellas Park, FL

Other Businesses

1. Business Name: Consulting under name / investment related: yes / Address: virtual / Nature: financial education technical review / Position: Technical reviewer, consultant / Start Date: 2020 / Number of Hours: 5 / Number during trading hours: 0 / Duties: Primary duty is to review technical education materials in the various areas of financial planning (investment, retirement, estate, and/or risk management topics).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-16

S66 Uniform Combined State Law Examination

2016-03-16

Designations

Other Names

Oscar Ortiz
Oscar Vives

View on SEC IAPD