Felix Ortiz

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-10

Branch Locations

Citi Wealth Management, Nic 14000 Citi Cards Way, Bdg C2, Jacksonville, FL 32258 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Bank, Na	Fort Lee	NJ	08/2016	11/2021
Wells Fargo Clearing Services, Llc	Fort Lee	NJ	11/2018	11/2021
Fidelity Investments	Merrimack	NH	12/2021	06/2022
Affinity Federal Credit Union	Basking Ridge	NJ	07/2022	04/2024
Lpl Financial Llc	Fort Mill	SC	05/2023	04/2024
Wells Fargo Clearing Services, Llc	Jacksonville	FL	05/2024	10/2024
Wells Fargo Bank, Na	Jacksonville	FL	05/2024	10/2024
Citigroup	Jacksonville	FL	11/2024	Present

2024-05-14 → 2024-10-31

Wells Fargo Clearing Services, Llc

Jacksonville, FL

Jacksonville, FL
2023-05-10 → 2024-05-09

Lpl Financial Llc

Madison, NJ

San Diego, CA

Madison, NJ
2022-01-14 → 2022-06-29

Fidelity Personal And Workplace Advisors

Merrimack, NH
2021-04-27 → 2021-12-16

Wells Fargo Clearing Services, Llc

Fort Lee, NJ

Short Hills, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-26
S63	Uniform Securities Agent State Law Examination	2019-04-15