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SARA B ORTIZ
SARA BERTHA MENCHACA ^^, SARA BERTHA ORTIZ ^^, SARA BERTHA ORTIZ, SARA BERTHA SALAZAR ^^, SARA BERTHA SALAZAR…
CRD#: 4547649
IA
Investment Adviser
B
Broker
AMERIPRISE FINANCIAL SERVICES, LLCCRD#: 6363 1314 E SONTERRA BLVD
BLDG 4 STE 401
SAN ANTONIO, TX 78258
Registration History
20022004200620082010201220142016201820202022202420263 FIRMS2002 - 2004 (2 years)2 FIRMS2006 - 2009 (3 years)2 FIRMS2009 - 2010 (1 year)2 FIRMS2011 - 2016 (4 years)2 FIRMS2016 - Present (9 years)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2011 - 2011 (<1 year)
License(s)

State Registrations

B
Oregon 8/28/2018

IA
Texas 1/8/2016

B
Texas 1/8/2016

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363)
1314 E SONTERRA BLVD BLDG 4 STE 401, SAN ANTONIO, TX 78258
San Antonio, TX
Registered with this firm since 1/8/2016

B
AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363)
1314 E SONTERRA BLVD BLDG 4 STE 401, SAN ANTONIO, TX 78258
San Antonio, TX
Registered with this firm since 1/8/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/29/2011 - 01/06/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
B
09/29/2011 - 01/06/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
B
01/12/2011 - 04/21/2011 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) SAN ANTONIO, TX
IA
07/30/2009 - 12/20/2010 INVESTMENT PROFESSIONALS, INC. (CRD#:30184) SAN ANTONIO, TX
B
07/30/2009 - 12/20/2010 INVESTMENT PROFESSIONALS, INC. (CRD#:30184) SAN ANTONIO, TX
IA
01/19/2006 - 07/31/2009 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) SAN ANTONIO, TX
B
01/25/2006 - 07/31/2009 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) SAN ANTONIO, TX
IA
08/05/2002 - 08/11/2004 AMERICAN EXPRESS FINANCIAL ADVISORS, INC. (CRD#:6363) SAN ANTONIO, TX
B
07/19/2002 - 08/11/2004 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
07/19/2002 - 08/11/2004 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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B
Broker
IA
Investment Adviser
Disclosures
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