Max Ortiz

What changed

Eight-year veteran joined WFA from First Citizens Investor Services, where he managed more than $180M; supported by Qwen Lai.

Reported / discovered

Sep 10, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

San Francisco, CA

Reported book

$180M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.