Alex Giovanni Lorenzin

955,800 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2023-01-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Investment Adviser Representative / Registered Rep	CO	10/2021	Present
Cicero's Pizza	San Jose	CA	05/2017	08/2017
Red Lobster	Colorado Springs	CO	01/2020	09/2021
University Of Colorado	Colorado Springs	CO	08/2016	05/2021
Waggin' Tails \| May	Mountain View	CA	05/2018	08/2019

10/2021 → Present

Charles Schwab & Co., Inc.

Investment Adviser Representative / Registered Rep, CO
05/2017 → 08/2017

Cicero's Pizza

San Jose, CA
01/2020 → 09/2021

Red Lobster

Colorado Springs, CO
08/2016 → 05/2021

University Of Colorado

Colorado Springs, CO
05/2018 → 08/2019

Waggin' Tails | May

Mountain View, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-07
S63	Uniform Securities Agent State Law Examination	2022-06-15

Nearby Firms