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Ezekiel Joaquin Ortiz-Clark

Eversource Wealth Advisors, LLC

Knoxville, TN

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-04-04
  • TN RA
    APPROVED
    Since 2024-04-04

Branch Locations

1326 Dowell Springs Blvd, Knoxville, TN 37909 • 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
Hagner Conley Construction Lynchburg VA 06/2021 06/2022
Covenant Wealth Management Winston Salem NC 06/2022 08/2022
Covenant Wealth Management Winston Salem NC 08/2022 06/2023
Eversource Wealth Advisors Knoxville TN 06/2023 08/2023
Eversource Wealth Advisors Knoxville TN 04/2024 Present
Liberty Christian Academy Lynchburg VA 04/2014 05/2020
Liberty University Lynchburg VA 05/2020 12/2023
Eversource Wealth Advisors Knoxville TN 08/2023 04/2024
  • 06/2021 → 06/2022
    Hagner Conley Construction
    Lynchburg, VA
  • 06/2022 → 08/2022
    Covenant Wealth Management
    Winston Salem, NC
  • 08/2022 → 06/2023
    Covenant Wealth Management
    Winston Salem, NC
  • 06/2023 → 08/2023
    Eversource Wealth Advisors
    Knoxville, TN
  • 04/2024 → Present
    Eversource Wealth Advisors
    Knoxville, TN
  • 04/2014 → 05/2020
    Liberty Christian Academy
    Lynchburg, VA
  • 05/2020 → 12/2023
    Liberty University
    Lynchburg, VA
  • 08/2023 → 04/2024
    Eversource Wealth Advisors
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-25
  • S65 Uniform Investment Adviser Law Examination
    2024-03-25
Other Names
  • Zeke Ortiz-Clark

View on SEC IAPD

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GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

More in Knoxville, TN

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