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

L&S PRIVATE WEALTH, LLC

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 16, 2020

First registration

Sep 16, 2020

Dual registered

no

IAPD individual key

7262721

• Occurred

  Sep 16, 2024
  Advisor changed firm

  David Alan Ortiz left Osaic Wealth, Inc. for L&S Private Wealth, Llc (registered 2026-01-20)

  Form ADVobserved 6 days ago
• Occurred

  Oct 6, 2023
  Advisor changed firm

  David Alan Ortiz left Arvest Wealth Management for Osaic Wealth, Inc. (registered 2023-10-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d09f1748-45c7-fa4f-2784-8fde3a9d136d

First observed

Sep 16, 2020

Last observed

Sep 14, 2026 7 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.