Inactive

Francisco Xavier Lopez

Willow Creek Financial

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Current Employers

Willow Creek Financial

9820 Willow Creek Road Suite 210, San Diego, CA 92131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-07-14

CA RA
APPROVED

Since 2025-07-14

Branch Locations

9820 Willow Creek Road Suite 210, San Diego, CA 92131 • 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

Organization	City	State	From	To
System 2 Advisors	Summit	NJ	11/2018	07/2025
Willow Creek Financial	San Diego	CA	07/2025	Present
Self-Employed	New York	NY	11/2017	11/2018
Quotient Investors	New York	NY	05/2008	10/2017

11/2018 → 07/2025

System 2 Advisors

Summit, NJ
07/2025 → Present

Willow Creek Financial

San Diego, CA
11/2017 → 11/2018

Self-Employed

New York, NY
05/2008 → 10/2017

Quotient Investors

New York, NY

Designations

View on SEC IAPD

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