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Carlo Dante Lorenzana

Brookside Wealth Management LLC

Woodland Hills, CA

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Current Employers
Brookside Wealth Management Llc

Woodland Hills, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

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
Wells Fargo Bank, N.A. Mclean VA 04/2011 12/2016
Cdl Insurance Service, Llc Tarzana CA 01/2017 03/2024
Brookside Wealth Management Llc Woodland Hills CA 03/2017 Present
  • 04/2011 → 12/2016
    Wells Fargo Bank, N.A.
    Mclean, VA
  • 01/2017 → 03/2024
    Cdl Insurance Service, Llc
    Tarzana, CA
  • 03/2017 → Present
    Brookside Wealth Management Llc
    Woodland Hills, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-15
  • S66 Uniform Combined State Law Examination
    2011-11-15

View on SEC IAPD

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