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Linnette Ortiz Roldan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Anchorage, AK

Vancouver, WA

Portland, OR

Juneau, AK

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
WA RA APPROVED 2019-05-23
AK RA APPROVED 2019-04-25
ID RA APPROVED 2019-04-15
MT RA APPROVED 2019-04-15
UT RA APPROVED 2019-04-15
TX RA APPROVED_RES 2019-04-12
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WA RA
    APPROVED
    Since 2019-05-23
  • AK RA
    APPROVED
    Since 2019-04-25
  • ID RA
    APPROVED
    Since 2019-04-15
  • MT RA
    APPROVED
    Since 2019-04-15
  • UT RA
    APPROVED
    Since 2019-04-15
  • TX RA
    APPROVED_RES
    Since 2019-04-12

Branch Locations

3601 C St, Anchorage, AK 99503 • United States

500 Broadway Street, Vancouver, WA 98660 • United States

1211 Sw 5Th Ave, Portland, OR 97204 • United States

801 W 10Th St, Juneau, AK 99801 • 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
U.S. Bancorp Investments, Inc. Portland OR 11/2015 04/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 04/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-25
  • S66 Uniform Combined State Law Examination
    2012-02-25
Other Names
  • Linnette Ortiz Roldan

View on SEC IAPD

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