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Daniel Ortiz Rivas

Strategic Advisers LLC

Tukwila, WA

Tacoma, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-15
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

Tacoma, WA • 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
OrganizationCityStateFromTo
Robinhood Financial, Llc Denver CO 07/2020 10/2022
Burnco Henderson CO 05/2019 05/2020
Unemployed N/A CO 05/2020 07/2020
American Databank Denver CO 10/2018 05/2019
Extended Travel N/A CO 06/2018 10/2018
Children'S Hospital Colorado Aurora CO 08/2016 06/2018
Unemployed N/A CO 10/2022 11/2023
Fidelity Investments Tukwila WA 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 10/2022
    Robinhood Financial, Llc
    Denver, CO
  • 05/2019 → 05/2020
    Burnco
    Henderson, CO
  • 05/2020 → 07/2020
    Unemployed
    N/A, CO
  • 10/2018 → 05/2019
    American Databank
    Denver, CO
  • 06/2018 → 10/2018
    Extended Travel
    N/A, CO
  • 08/2016 → 06/2018
    Children'S Hospital Colorado
    Aurora, CO
  • 10/2022 → 11/2023
    Unemployed
    N/A, CO
  • 11/2023 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-23
S63 Uniform Securities Agent State Law Examination 2020-12-11
  • S66 Uniform Combined State Law Examination
    2024-04-23
  • S63 Uniform Securities Agent State Law Examination
    2020-12-11
Other Names
  • Daniel Ortiz
  • Daniel Ortiz Rivas
  • Daniel Ortizrivas

View on SEC IAPD

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PLANMEMBER SECURITIES CORPORATION
DECKER RETIREMENT PLANNING INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

LANCE KENJI NEKOTA
DARREN DOUGLAS HOREJSI
SERGIO GABRIEL GARZA
BRENDA SUE HUBER
CATHERINE MARIE SIMMONS
Nathaniel Allan Engstrom
TONYA N PARKER
JEREMY BARRETTE

Other Offices

LPL FINANCIAL LLC · TUKWILA, WA
CETERA INVESTMENT ADVISERS LLC · TUKWILA, WA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Tukwila, WA
OSAIC WEALTH, INC. · SEATTLE, WA
PLANMEMBER SECURITIES CORPORATION · Seattle, WA
DECKER RETIREMENT PLANNING INC. · Renton, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tukwila, WA
EDWARD JONES · Tukwila, WA

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