Louis Ortiz

Current Employers

Employment History

• 05/2012 → 08/2019
  Us Army
  San Antonio, TX
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 04/2020 → 07/2022
  Xantos Labs
  Austin, TX
• 12/2021 → 02/2023
  Spaced Ventures
  San Antonio, TX
• 09/2019 → 05/2021
  University Of Texas At Austin
  Austin, TX
• 01/2022 → 12/2022
  Attentive
  San Antonio, TX
• 01/2023 → 11/2025
  Crossover Health
  San Antonio, TX
• 12/2023 → Present
  Assumable
  San Antonio, TX
• 08/2025 → Present
  Romantasy Letters
  San Antonio, TX
• 06/2020 → 08/2020
  Guggenheim Partners, Llc
  San Antonio, TX
• 12/2025 → Present
  Bank Of America, N.A.
  San Antonio, TX

Previous Registrations

• 2020-09-15 → 2022-07-08
  Xantos Labs, Llc
  San Antonio, TX

Other Businesses

I*3282264, Entity Type: Entity Charitable, Name of OBA: Shams Foundation, Address: San Antonio, Texas, 78217, Investment Related: N, Position, Title, Association: ["Board Member","Officer"], Employee Start Date: 01/01/2023, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Currently there are no regular responsibilities - my wife runs it. This is a non-profit that my wife executes that I am president for (I just did the paperwork to get it started) and I am on the board. The purpose of this non-profit to coordinate and fund medical mission trips to do surgery on children with craniofacial congenital defects (cleft lip and palette as well as microtia (ears)). My wife is the primary operational / logistical / financial coordinator for the non-profit as she is the one coordinating trips, securing supplies, as well as performing the surgeries once in country. I*3279287, Entity Type: Entity For Profit, Name of OBA: Romantasy Letters, Address: San Antonio, Texas, 78217, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 11/05/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Similar to Assumable, my role for this business is responding to customer questions. RL sells a subscription based physical letter series. I*3305270, Entity Type: Entity For Profit, Name of OBA: American Sauna Association, Address: Austin, Texas, 78731, Investment Related: N, Position, Title, Association: Treasurer, Employee Start Date: 06/27/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I filed to establish this organization but no activities have taken place and I do not expect to spend any time on this organization. Membership organization to increase awareness and participation in sauna.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-19
• S65 Uniform Investment Adviser Law Examination
  2020-09-11

Other Names

• Louis Christopher Ortiz