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Canton, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-30 |
| OH | RA | APPROVED | 2021-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aan Wealth Advisors Llc | Canton | OH | 08/2020 | 09/2021 |
| Affinity Advisory Network | Canton | OH | 01/2018 | 09/2021 |
| High School | Canton | OH | 08/2010 | 06/2018 |
| University Wealth Advisors Llc | Canton | OH | 09/2021 | Present |
- Mr. Lopez is licensed and registered as an insurance agent to sell life, accident and other lines of insurance for various insurance companies. Mr. Lopez will spend approximately 20% of his time on insurance related activities. - Walsh University; non-investment related; 2020 East Maple Street, North Canton, Ohio 44720; Higher educational institution; Professional Instructor of Finance (Non-Tenure); March 2026; 120 hours/month; 80 hours/month during trading hours; Teaching courses in finance, economics, investments, and advising students.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-19 |
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