This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SHARED VISION WEALTH GROUP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 3, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 3, 2002

First registration

Feb 15, 2005

Dual registered

no

Other names

CAROLINA CRUZ|CAROLINA ORTIZ

IAPD individual key

4571486

• Occurred

  Sep 22, 2023
  Advisor changed firm

  Carolina Nmn Ortiz left Northwest Asset Management for Shared Vision Wealth Group (registered 2023-06-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6f24811c-bee6-3816-d8a1-c0af8a8dd3d5

First observed

Feb 15, 2005

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.