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Coco M Lorenzo

Monograph Wealth Advisors, LLC

Manhattan Beach, CA

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Current Employers
Monograph Wealth Advisors, Llc

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-14
  • CA RA
    APPROVED
    Since 2022-04-14

Branch Locations

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • 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
Stonemark Wealth Management Fka Wespac Advisors Socal Llc Pasadena CA 07/2009 01/2017
The Leaders Group Inc Littleton CO 04/2014 01/2017
Monograph Wealth Advisors, Llc El Segundo CA 01/2018 Present
Unemployed Los Angeles CA 02/2017 12/2017
  • 07/2009 → 01/2017
    Stonemark Wealth Management Fka Wespac Advisors Socal Llc
    Pasadena, CA
  • 04/2014 → 01/2017
    The Leaders Group Inc
    Littleton, CO
  • 01/2018 → Present
    Monograph Wealth Advisors, Llc
    El Segundo, CA
  • 02/2017 → 12/2017
    Unemployed
    Los Angeles, CA
Previous Registrations
  • 2011-09-21 → 2017-01-31
    Stonemark Wealth Management
    Pasadena, CA
  • 2009-09-23 → 2012-01-11
    Wespac Advisors, Llc
    Pasadena, CA
  • 2008-12-10 → 2009-07-07
    Hilltop Securities Inc.
    Sherman Oaks, CA
  • 2005-10-28 → 2009-07-06
    Tower Asset Management Llc
    Beverly Hills, CA
  • 2005-10-28 → 2009-04-07
    M.L. Stern & Co., Llc.
    Bevlery Hills, CA
    Beverly Hills, CA
  • 2005-08-15 → 2005-11-04
    Wells Fargo Investments, Llc
    Beverly Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-12
  • S66 Uniform Combined State Law Examination
    2005-08-12
Designations
Other Names
  • Nicole M Lorenzo

View on SEC IAPD

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Other Investors

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MICHAEL PAUL WOODS
TIMOTHY WALLENDER
DAVID KEITH BATE
ANTHONY J FRATELLO
WILLIAM HAMADA PETTUS
VICTORIA ANN WILK
ARCADIA BERJONNEAU KEANE

Other Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
WALLENDER, TIMOTHY JOSEPH · MANHATTAN BEACH, CA
LPL FINANCIAL LLC · MANHATTAN BEACH, CA
MUTUAL ADVISORS, LLC · Manhattan Beach, CA
J.P. MORGAN SECURITIES LLC · MANHATTAN BEACH, CA
CURRENT EQUITY PARTNERS, LLC · MANHATTAN BEACH, CA
EPIC FUNDS · MANHATTAN BEACH, CA

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