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Guarionex Ortiz

&Partners

Clayton, MO

Pittsford, NY

Chester, NY

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-05
TX RA APPROVED 2026-06-05
  • NY RA
    APPROVED
    Since 2026-06-05
  • TX RA
    APPROVED
    Since 2026-06-05

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

40 A Grove St., Suite 200, Pittsford, NY 14534 • United States

Chester, NY • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 07/2001 05/2024
&Partners Nashville TN 06/2026 Present
Ubs Financial Services Inc Philadelphia PA 05/2024 05/2026
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-04-17
  • S63 Uniform Securities Agent State Law Examination
    1995-04-17
Other Names
  • G Albert Ortiz
  • G Algert Ortiz
  • Al Oritz
  • Al Ritz
  • Guauionex Albert Ortiz
  • Al O Ritz
  • Albert Guarionex Ortiz
  • Albert Guarionex Ortiz
  • Guarionex Albert Ortiz
  • Al Ortiz
  • Ritz Ortiz
  • Al Ritz
  • Guarionex Albert Ortiz

View on SEC IAPD

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Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

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