Sergio Villa Ortiz

Current Employers

Employment History

• 08/2017 → 12/2019
  Northrop Grumman
  Chandler, AZ
• 06/2014 → 07/2017
  Raytheon Missile Systems
  Tucson, AZ
• 06/2017 → 12/2019
  Primerica Financial Services
  Tucson, AZ
• 01/2020 → 08/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2020 → 06/2022
  Northwestern Mutual Investment Services Llc
  Gilbert, AZ
• 09/2021 → 06/2022
  Tyler Chatham
  Gilbert, AZ
• 09/2021 → 06/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2022 → 09/2023
  Goldman Sachs Personal Financial Management
  Tucson, AZ
• 09/2023 → Present
  Meridian Wealth Management
  Tucson, AZ

Previous Registrations

• 2022-07-20 → 2023-10-27
  United Capital Financial Advisors
  Tucson, AZ
• 2020-09-28 → 2022-06-01
  Northwestern Mutual Investment Services, Llc
  Gilbert, AZ
  Phoenix, AZ

Other Businesses

1. EL RIO VECINOS; TUCSON, AZ; START DATE FEBRUARY 2024; GENERAL MEMBER; VOLUNTEERISM; NON-INVESTMENT RELATED; APPROXIMATELY 2 HOURS A MONTH IS SPENT ON THIS ACTIVITY, AND 0 DURING TRADING HOURS; DUTIES INCLUDE HELPING RAISE FUNDS FOR THE EL RIO HEALTH FOUNDATION VIA THE ANNUAL BLOCK PARTY, SELLING TICKETS, VOLUNTEERING FOR PARTNER ORGANIZATION FOR THINGS LIKE FOOD BANK DISTRIBUTION, EVENT SETUP, ETC. 2. PROMISED LAND MINISTRIES; TUCSON, AZ; START DATE OCTOBER 2025; TREASURER; CHRISTIAN MINISTRY; NON-INVESTMENT RELATED; APPROXIMATELY 8 HOURS A MONTH IS SPENT ON THIS ACTIVITY, AND 0 DURING TRADING HOURS; DUTIES INCLUDE MEETING WITH THE CHURCH BOARD MONTHLY TO COMMUNICATE CHURCH FINANCES; MANAGE CHURCH FUNDS TO COVER REGULAR EXPENSES; REPORT MONTHLY INFLOWS/OUTFLOWS, MAINTAIN FINANCE PROCEDURES AND REPORTS.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-14

Other Names

• Sergio Ortiz