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Lyndon Bruce Lorenz

Boldin Advisors

Mill Valley, CA

Duluth, MN

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Current Employers
Boldin Advisors

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-24
MN RA APPROVED 2021-12-10
  • TX RA
    APPROVED
    Since 2022-01-24
  • MN RA
    APPROVED
    Since 2021-12-10

Branch Locations

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States

Duluth, MN • 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
Midwest Professional Planners, Ltd. Duluth MN 05/2016 07/2021
Midwest Professional Planners, Ltd. Duluth MN 01/2019 07/2021
Doordash Duluth MN 05/2019 01/2020
Newretirement Advisors, Llc Duluth MN 08/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-18
  • S65 Uniform Investment Adviser Law Examination
    2015-03-18
Designations
Other Names
  • Bruce Lorenz
  • L. Bruce Lorenz

View on SEC IAPD

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DONALD MICHAEL ABRAMSON
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Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA
AEQUIM ALTERNATIVE INVESTMENTS LP · MILL VALLEY, CA

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