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

CIBC PRIVATE WEALTH ADVISORS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Dec 14, 2020

First registration

Sep 16, 2021

Dual registered

no

Other names

Mikel Ortiz

IAPD individual key

7223143

• Occurred

  Mar 7, 2025
  Advisor changed firm

  Mikel Uribarren Ortiz left Iwp Wealth Management Llc for Cibc Private Wealth Advisors, Inc. (registered 2025-04-11)

  Form ADVobserved 3 days ago
• Occurred

  Apr 25, 2022
  Advisor changed firm

  Mikel Uribarren Ortiz left Ameriprise Financial Services, Llc for Iwp Wealth Management Llc (registered 2022-07-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7e9b7fd1-e1c3-f21d-c96d-ff1af554db64

First observed

Sep 16, 2021

Last observed

Sep 14, 2026 4 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.