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Zoran Ivan Lozo

Missionsquare Wealth Management

Murrieta, CA

Woodland Hills, CA

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Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-27
  • CA RA
    APPROVED
    Since 2026-02-27

Branch Locations

Murrieta, CA • United States

Woodland Hills, CA • 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
Icma Retirement Corporation Washington DC 06/2015 Present
  • 06/2015 → Present
    Icma Retirement Corporation
    Washington, DC
Previous Registrations
  • 2015-07-28 → 2026-03-16
    Missionsquare Retirement
    Woodland Hills, CA
    Washington, DC
    Woodland Hills, CA
  • 2015-03-06 → 2015-06-25
    First Brokerage America, L.L.C.
    Roseville, CA
    Woodland Hills, CA
  • 2012-11-26 → 2015-03-05
    Lpl Financial Llc
    Woodland Hills, CA
  • 2010-09-28 → 2012-11-02
    Cuso Financial Services, L.P.
    San Diego, CA
    Westlake Village, CA
  • 2005-03-30 → 2010-09-20
    Cuna Brokerage Services, Inc.
    Woodland Hills, CA
    Chatsworth, CA
  • 2003-11-07 → 2005-03-04
    Essex National Securities, Llc
    Napa, CA
  • 2002-05-13 → 2003-07-24
    Principal Securities, Inc.
    Glendale, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-02
S63 Uniform Securities Agent State Law Examination 1997-01-20
  • S65 Uniform Investment Adviser Law Examination
    1999-10-02
  • S63 Uniform Securities Agent State Law Examination
    1997-01-20
Designations
Other Names
  • Zoran Milanovic
  • Zoran L Milanovic
  • Zoran I. Lozo
  • Zoran Milanovich

View on SEC IAPD

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