David Ortega

Claim This Profile

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2019-06-18

ID RA
APPROVED

Since 2019-06-18

Branch Locations

11588 W Fairview Ave Ste 210, Boise, ID 83713-7834 • 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
Edward Jones	St Louis	MO	04/2019	Present
Ataraxis Inc. (Picfair Holdings, Dba Ultraclean)	Boise	ID	12/2016	01/2019
Ultraclean	Meridian	ID	05/2016	12/2016

04/2019 → Present

Edward Jones

St Louis, MO
12/2016 → 01/2019

Ataraxis Inc. (Picfair Holdings, Dba Ultraclean)

Boise, ID
05/2016 → 12/2016

Ultraclean

Meridian, ID

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-17

S66 Uniform Combined State Law Examination

2019-06-17

Other Names

Dave Ortega
David Nathan Ortega

View on SEC IAPD

Other Firms

INTEGRATED ADVISORS

GEM STATE INVESTMENT ADVISORS

THE ASSET CONSULTING GROUP, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

ARRIEN INVESTMENTS, INC.

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

APOLLON WEALTH MANAGEMENT, LLC

Other Investors

TERRY GENE HERSHEY

RONALD GAMBASSI

ANDREW MELVIN BARTON

Joshua Levi Moffis

GARY LEE BARTON

KIMBERLY MICHELLE SHURTLEFF

Andressa Diana Warn

Daniel Hanlon Weeder

Other Offices

INTEGRATED ADVISORS · BOISE, ID

GEM STATE INVESTMENT ADVISORS · BOISE, ID

THE ASSET CONSULTING GROUP, INC · BOISE, ID

STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID

ARRIEN INVESTMENTS, INC. · BOISE, ID

LPL FINANCIAL LLC · BOISE, ID

U.S. BANCORP ADVISORS, LLC · Boise, ID

APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

More in Boise, ID

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor