Sara Faye Lovell

2522 Chambers Road Suite 100, Tustin, CA 92780 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-07-18
TX	RA	APPROVED	2020-07-18

Branch Locations

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

Organization	City	State	From	To
Bny Mellon Wealth Management	Newport Beach	CA	05/2016	07/2020
21 West Wealth Management	Irvine	CA	07/2020	Present

2014-05-29 → 2016-05-03

J.P. Morgan Securities Llc

Tustin, CA
2013-11-15 → 2014-05-21

Equitable Advisors, Llc

Irvine, CA
2012-09-25 → 2013-09-20

Raymond James Financial Services Advisors, Inc

Santa Ana, CA
2010-11-24 → 2012-09-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-11-22