Inactive

David Ortiz

Stansberry Asset Management, LLC

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Current Employers

Stansberry Asset Management, Llc

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-27

TX RA
APPROVED

Since 2026-07-27

Branch Locations

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • 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

Organization	City	State	From	To
Stansberry Asset Management	Westlake	TX	05/2025	Present
Unemployed	Norwood	NJ	11/2024	05/2025
Insurancehub Leavitt Agency	Lawrenceville	GA	08/2023	11/2024
Mark Forgas State Farm Agency	Tampa	FL	05/2020	08/2023
Atlas Drug And Nutrition	North Bergen	NJ	01/2012	05/2020

05/2025 → Present

Stansberry Asset Management

Westlake , TX
11/2024 → 05/2025

Unemployed

Norwood, NJ
08/2023 → 11/2024

Insurancehub Leavitt Agency

Lawrenceville, GA
05/2020 → 08/2023

Mark Forgas State Farm Agency

Tampa, FL
01/2012 → 05/2020

Atlas Drug And Nutrition

North Bergen, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-08

S65 Uniform Investment Adviser Law Examination

2026-06-08

View on SEC IAPD

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