Jonathan J Lopez

Current Employers

Public Advisors Llc

530 Broadway 4Th Floor, New York, NY 10012 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-08-13
TX	RA	APPROVED	2025-08-13

NY RA
APPROVED

Since 2025-08-13
TX RA
APPROVED

Since 2025-08-13

Branch Locations

Missouri City, TX • United States

530 Broadway 4Th Floor, New York, NY 10012 • 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
Charles Schwab & Co., Inc.	Webster	TX	03/2021	01/2025
H-E-B	Missouri City	TX	07/2016	03/2021
Houston Baptist University	Houston	TX	08/2017	05/2020
Elkins High School	Missouri City	TX	08/2013	05/2017
Public	Missouri City	TX	06/2025	Present
H-E-B	Missouri City	TX	03/2025	Present

03/2021 → 01/2025

Charles Schwab & Co., Inc.

Webster, TX
07/2016 → 03/2021

H-E-B

Missouri City, TX
08/2017 → 05/2020

Houston Baptist University

Houston, TX
08/2013 → 05/2017

Elkins High School

Missouri City, TX
06/2025 → Present

Public

Missouri City, TX
03/2025 → Present

H-E-B

Missouri City, TX

Previous Registrations

2024-12-05 → 2025-02-14

Charles Schwab & Co., Inc.

Austin, TX

Austin, TX

Missouri City, TX

Webster, TX

Houston, TX

Other Businesses

H-E-B. Not investment-related. 4724 Highway 6, Missouri City, TX, 77459. Grocery store. eStore Shopper. March 2025. 15-20 hours. 0 hours during trading session. Part-time role on the weekends. Duty is to shop customers' orders that are placed online.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-05
S63	Uniform Securities Agent State Law Examination	2021-09-20

S66 Uniform Combined State Law Examination

2024-12-05
S63 Uniform Securities Agent State Law Examination

2021-09-20

Other Names

Jonathan Lopez
Johnny Lopez
Jonathan Jose Lopez

View on SEC IAPD