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John Alfred Lorenz

Arlington Financial Advisors, LLC

Santa Barbara, CA

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Current Employers
Arlington Financial Advisors, Llc

100 E. De La Guerra St, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-05-18
  • CA RA
    APPROVED
    Since 2016-05-18

Branch Locations

100 E. De La Guerra St, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arlington Financial Advisors, Llc Santa Barbara CA 05/2016 Present
Purshe Kaplan Sterling Investments Albany NY 05/2016 12/2019
Previous Registrations
Other Businesses

The Santa Barbara Trust Company; investment-related; Santa Barbara, CA; Chief Financial Officer; affiliated trust company; 06/2025; trust services

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-01-30
S65 Uniform Investment Adviser Law Examination 1996-07-12
  • S63 Uniform Securities Agent State Law Examination
    2004-01-30
  • S65 Uniform Investment Adviser Law Examination
    1996-07-12

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
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