Best Investors Account Sign in
Inactive

Roberto Ivan Ortega

Nhabla

Spring, TX

Arlington, VA

Claim This Profile
Current Employers
Nhabla

2300 Wilson Blvd. Suite 700 #1076, Arlington, VA 22201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-29
VA RA APPROVED 2024-10-29
  • TX RA
    APPROVED
    Since 2024-10-29
  • VA RA
    APPROVED
    Since 2024-10-29

Branch Locations

Spring, TX • United States

2300 Wilson Blvd. Suite 700 #1076, Arlington, VA 22201 • 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
Fidelity Brokerage Services Llc The Woodlands TX 07/2015 01/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2022
Charles Schwab & Co., Inc. The Woodlands TX 01/2022 07/2024
Charles Schwab Bank, Ssb The Woodlands TX 01/2022 07/2024
Nhabla Llc Arlington VA 07/2024 Present
Nhabla Arlington VA 09/2024 Present
  • 07/2015 → 01/2022
    Fidelity Brokerage Services Llc
    The Woodlands, TX
  • 07/2018 → 01/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2022 → 07/2024
    Charles Schwab & Co., Inc.
    The Woodlands, TX
  • 01/2022 → 07/2024
    Charles Schwab Bank, Ssb
    The Woodlands, TX
  • 07/2024 → Present
    Nhabla Llc
    Arlington, VA
  • 09/2024 → Present
    Nhabla
    Arlington, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-11
S63 Uniform Securities Agent State Law Examination 2014-11-05
  • S66 Uniform Combined State Law Examination
    2016-07-11
  • S63 Uniform Securities Agent State Law Examination
    2014-11-05
Designations
Other Names
  • Roberto Ortega

View on SEC IAPD

More in Spring, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor