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Bernardino Ortiz
CRD#: 6564518
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Investment Adviser
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Previous Broker
SYON CAPITAL LLCCRD#: 322776 555 MONTGOMERY ST.
STE 1250
SAN FRANCISCO, CA 94111
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - 2022 (5 years)IASYON CAPITAL LLC (CRD# 322776)2022 - Present (2 years)
License(s)

State Registrations

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California 10/6/2022

Current Registration(s)
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SYON CAPITAL LLC (CRD#:322776)
555 MONTGOMERY ST. STE 1250, SAN FRANCISCO, CA 94111
Registered with this firm since 10/6/2022

Previous Registration(s)
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11/28/2017 - 09/21/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN FRANCISCO, CA
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08/18/2017 - 09/21/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN FRANCISCO, CA
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.