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16131 Whittier Blvd Suite 108, Whittier, CA 90603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-29 |
Branch Locations
16131 Whittier Blvd Suite 108, Whittier, CA 90603 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Ortiz Advisors, Inc. | Whittier | CA | 02/2015 | 11/2018 |
| Gl Trust, Inc., Dba: Ortiz World Wealth | Whittier | CA | 01/2021 | Present |
| Ortiz World Wealth | Whittier | CA | 11/2018 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-21 |
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