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ANTHONY ROD ORTALE
TONY R ORTALE
CRD#: 3225516
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Investment Adviser
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Previous Broker
INSIGHT WEALTH STRATEGIES, LLCCRD#: 293644 2603 CAMINO RAMON
SUITE 350
SAN RAMON, CA 94583
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2007 - 2008 (1 year)2 FIRMS2008 - 2009 (<1 year)2 FIRMS2009 - 2010 (1 year)IAINSIGHT WEALTH STRATEGIES, LLC (CRD# 293644)2018 - Present (6 years)BMUTUAL SECURITIES, INC. (CRD# 13092)2018 - 2020 (1 year)BFIRST ALLIED SECURITIES, INC. (CRD# 32444)2014 - 2017 (3 years)BGENEOS WEALTH MANAGEMENT, INC. (CRD# 120894)2007 - 2007 (<1 year)BTD AMERITRADE, INC. (CRD# 7870)1999 - 2007 (7 years)IAFISHER INVESTMENTS (CRD# 107342)2017 - 2018 (<1 year)IACASTLE ROCK WEALTH MANAGEMENT, LLC (CRD# 199513)2015 - 2017 (1 year)IAHORIZON WEALTH GROUP, LLC. (CRD# 144712)2008 - 2008 (<1 year)
License(s)

State Registrations

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California 10/24/2018

Current Registration(s)
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INSIGHT WEALTH STRATEGIES, LLC (CRD#:293644)
2603 CAMINO RAMON SUITE 350, SAN RAMON, CA 94583
Registered with this firm since 10/24/2018

Previous Registration(s)
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10/01/2018 - 06/30/2020 MUTUAL SECURITIES, INC. (CRD#:13092) San Ramon, CA
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12/12/2017 - 02/22/2018 FISHER INVESTMENTS (CRD#:107342) SAN MATEO, CA
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10/07/2015 - 03/29/2017 CASTLE ROCK WEALTH MANAGEMENT, LLC (CRD#:199513) WALNUT CREEK, CA
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01/22/2014 - 02/03/2017 FIRST ALLIED SECURITIES, INC. (CRD#:32444) WALNUT CREEK, CA
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07/02/2009 - 07/27/2010 FIRST ALLIED SECURITIES, INC. (CRD#:32444) SAN DIEGO, CA
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07/01/2009 - 07/27/2010 FIRST ALLIED SECURITIES, INC. (CRD#:32444) SAN DIEGO, CA
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10/06/2008 - 06/22/2009 CHARLES SCHWAB & CO., INC. (CRD#:5393) SAN FRANCISCO, CA
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10/06/2008 - 06/22/2009 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
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07/19/2007 - 09/09/2008 FIRST ALLIED SECURITIES, INC. (CRD#:32444) SAN RAMON, CA
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05/29/2007 - 09/09/2008 FIRST ALLIED SECURITIES, INC. (CRD#:32444) SAN RAMON, CA
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01/09/2008 - 08/29/2008 HORIZON WEALTH GROUP, LLC. (CRD#:144712) SAN RAMON, CA
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02/12/2007 - 05/16/2007 GENEOS WEALTH MANAGEMENT, INC. (CRD#:120894) SAN RAMON, CA
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11/02/1999 - 01/12/2007 TD AMERITRADE, INC. (CRD#:7870) SAN DIEGO, CA
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Broker
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Investment Adviser
Disclosures
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