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Julio Lopez-Brito

Sensible Money, LLC

Miami, FL

Scottsdale, AZ

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Current Employers
Sensible Money, Llc

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-12-06
  • FL RA
    APPROVED
    Since 2021-12-06

Branch Locations

Miami, FL • United States

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • 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
New York Life Insurance Co Sunrise FL 07/2016 04/2018
Portfolio Resources Advisors Group Miami FL 04/2018 11/2021
Sensible Money, Llc Scottsdale AZ 11/2021 Present
  • 07/2016 → 04/2018
    New York Life Insurance Co
    Sunrise, FL
  • 04/2018 → 11/2021
    Portfolio Resources Advisors Group
    Miami, FL
  • 11/2021 → Present
    Sensible Money, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-28
S63 Uniform Securities Agent State Law Examination 2016-10-11
  • S65 Uniform Investment Adviser Law Examination
    2018-02-28
  • S63 Uniform Securities Agent State Law Examination
    2016-10-11
Designations
Other Names
  • Julio Lopez-Brito

View on SEC IAPD

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