Sourcing
Firms
People
Sources
Daniel Ortega
C
30
IAR CRD 3095215
·
Industry start 1999-01-16
Identity
Legal name
Daniel Ortega
brokercheck
CRD
3095215
NPN
—
Career
Previous employments
NATIONAL SECURITIES CORPORATION
2010-04-29
GUNNALLEN FINANCIAL, INC
2003-02-03
▸ Show all (+4)
brokercheck
Current branches
B. RILEY WEALTH MANAGEMENT
brokercheck
Designations
—
Education
—
BrokerCheck signals
Industry start
1999-01-16
brokercheck
Est. age
49
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Age confidence
high
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Est. birth year
1977
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BC active
Yes
brokercheck
IA active
No
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Disclosures
Yes
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Private residence
Yes
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Firm affiliations
2
B. RILEY WEALTH ADVISORS, INC.
Executive Officer · 2.5% ownership
CRD 115927
B. RILEY WEALTH PRIVATE SHARES, LLC
Executive Officer · 2.5% ownership
CRD 315851