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Shirley Lopez

Truist Advisory Services, Inc.

Fort Lauderdale, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-20
  • FL RA
    APPROVED
    Since 2022-09-20

Branch Locations

515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • 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 Advisors, Llc Miami FL 08/2016 11/2016
Wells Fargo Clearing Services, Llc Miami FL 11/2016 08/2022
Truist Advisory Services Inc. Coral Gabels FL 08/2022 Present
Truist Investment Services Inc. Coral Gabels FL 08/2022 Present
Previous Registrations
  • 2016-08-24 → 2022-08-18
    Wells Fargo Clearing Services, Llc
    Fort Lauderdale, FL
    Coral Gables, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Weston, FL
  • 2015-06-09 → 2016-08-24
    Citigroup Global Markets Inc.
    Miami, FL
  • 2013-08-20 → 2015-05-19
    J.P. Morgan Securities Llc
    Aventura, FL
    Miami Beach, FL
    Aventura, FL
    Sunny Isles Beach, FL
    Surfside, FL
  • 2009-04-29 → 2011-10-19
    U.S. Bancorp Advisors, Llc
    Simi Valley, CA
    Simi Valley, CA
    Simi Valley, CA
    Chatsworth, CA
    Santa Paula, CA
    Moorpark, CA
    Valencia, CA
    Lancaster, CA
    Santa Clarita, CA
    Santa Clarita, CA
    Steven Ranch, CA
    Palmdale, CA
    Beverly Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-28
  • S66 Uniform Combined State Law Examination
    2009-04-28
Other Names
  • Shirley Mejia
  • Shirley Vidal

View on SEC IAPD

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