Zana Lyn Lugo

Current Employers

Employment History

• 02/2013 → 11/2017
  Charles Schwab Bank
  San Mateo, CA
• 02/2013 → 11/2017
  Charles Schwab & Co., Inc.
  San Mateo, CA
• 01/2018 → 11/2018
  Sii
  San Mateo, CA
• 11/2018 → 08/2019
  Royal Alliance Associates, Inc.
  Redwood City, CA
• 08/2019 → 05/2020
  Td Ameritrade
  Cupertino, CA
• 06/2020 → Present
  Fidelity Investments
  Burlingame, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-07-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Burlingame, CA
• 2019-09-05 → 2020-05-23
  Td Ameritrade, Inc.
  Cupertino, CA
• 2019-09-05 → 2020-05-23
  Td Ameritrade Investment Management, Llc
  Cupertino, CA
• 2018-11-02 → 2019-08-07
  Osaic Wealth, Inc.
  Redwood City, CA
  Boston, MA
• 2018-02-09 → 2018-11-02
  Signator Investors, Inc.
  Redwood City, CA
  Boston, MA
• 2013-03-18 → 2017-11-07
  Charles Schwab & Co., Inc.
  San Mateo, CA
  Sunnyvale, CA
• 2003-09-26 → 2013-03-01
  Ameriprise Financial Services, Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

OBA-15387|OrgNmn:Peace Love Plant|Org Addr:San Mateo,California,US|OBA Nature:Floral Sales|Invst Rel:N|Title:Co-owner|Duties:I co-own a reatail floral buiness. I order product and help with sales on the weekends.|StrtDt:08-01-17|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2003-09-25

Other Names

• Zana Lyn Lugo
• Zana Lugo