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Alejandro Lozano

Flourish Financial Planning

Grapevine, TX

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Current Employers
Flourish Financial Planning

1785 State Hwy 26 Ste 200, Grapevine, TX 76051 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-13
  • TX RA
    APPROVED
    Since 2024-08-13

Branch Locations

1785 State Hwy 26 Ste 200, Grapevine, TX 76051 • 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
Jp Morgan Securities Dallas TX 10/2014 10/2017
Lozano Group Wealth Management Lewisville TX 07/2023 08/2024
J.P. Morgan Wealth Management Dallas TX 10/2017 09/2023
Sdg Financial Planning, Llc, Dba Flourish Financial Planning Grapevine TX 08/2024 Present
Northstar Investment Advisory Llc Lewisville TX 04/2024 02/2025
  • 10/2014 → 10/2017
    Jp Morgan Securities
    Dallas, TX
  • 07/2023 → 08/2024
    Lozano Group Wealth Management
    Lewisville, TX
  • 10/2017 → 09/2023
    J.P. Morgan Wealth Management
    Dallas, TX
  • 08/2024 → Present
    Sdg Financial Planning, Llc, Dba Flourish Financial Planning
    Grapevine, TX
  • 04/2024 → 02/2025
    Northstar Investment Advisory Llc
    Lewisville, TX
Previous Registrations
  • 2024-04-11 → 2025-02-05
    Northstar Investment Advisory Llc
    West Hollywood, CA
    Lewisville, TX
  • 2024-01-02 → 2024-08-05
    Lozano Group Wealth Management
    Lewisville, TX
  • 2015-05-14 → 2023-09-21
    J.P. Morgan Securities Llc
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Flower Mound, TX
    Plano, TX
    Plano, TX
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-06
S63 Uniform Securities Agent State Law Examination 2012-07-17
  • S66 Uniform Combined State Law Examination
    2015-05-06
  • S63 Uniform Securities Agent State Law Examination
    2012-07-17
Designations
Other Names
  • Alex Lozano

View on SEC IAPD

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