AUMdb
SP

Shad Paul Ortiz

CRD 3173017 Has disclosures

Firms

FirmRoleAs of
Wells Fargo Clearing Services, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗