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Benjamin Armando Lopez

Pecusavvy Financial

El Paso, TX

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Current Employers
Pecusavvy Financial

1214 Montana Ave, El Paso, TX 79902 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

1214 Montana Ave, El Paso, TX 79902 • 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
Waddell & Reed, Inc. Corpus Christi TX 01/2015 03/2019
Morgan Stanley El Paso TX 04/2019 02/2026
Pecusavvy Financial, Llc El Paso TX 02/2026 Present
  • 01/2015 → 03/2019
    Waddell & Reed, Inc.
    Corpus Christi, TX
  • 04/2019 → 02/2026
    El Paso, TX
  • 02/2026 → Present
    Pecusavvy Financial, Llc
    El Paso, TX
Previous Registrations
  • 2019-04-18 → 2026-02-12
    Corpus Christi, TX
    El Paso, TX
  • 2016-03-26 → 2019-04-01
    Waddell & Reed
    Corpus Christi, TX
    San Antonio, TX
    Edmond, OK
Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) El Paso Estate Planning Council; Not investment-related; El Paso, TX 79913; Industry group; Board Member; Support member outreach committee to support chapter growth and recruitment; Less than 5% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-26
  • S66 Uniform Combined State Law Examination
    2016-03-26
Designations
Other Names
  • Zamora Lopez
  • Benjamin Armando Lopez
  • Benjamin Lopez
  • Ben Armando Lopez

View on SEC IAPD

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