BR
Brian Robert Bortz
CRD 3225344
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Cain, Watters & Associates, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cain, Watters & Associates, Llc
Ceo · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗