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Marc Daniel Ortega

Mdo Financial Planning, LLC

Edinburg, TX

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Current Employers
Mdo Financial Planning, Llc

Edinburg, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-31
  • TX RA
    APPROVED
    Since 2022-05-31

Branch Locations

Edinburg, TX • 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
Edinburg Cisd Edinburg TX 08/2010 Present
Mdo Financial Planning , Llc Edinburg TX 02/2022 Present
Other Businesses

Licensed to sell insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-02
  • S65 Uniform Investment Adviser Law Examination
    2021-01-02

View on SEC IAPD

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