Angelica Maria Lopez

Current Employers

Employment History

• 06/2004 → 05/2019
  Primerica Financial Services
  Fort Wayne, IN
• 03/2005 → 05/2019
  Pfs Investments Inc
  Fort Wayne, IN
• 12/2012 → Present
  Doterra
  Lindon, UT
• 05/2019 → 10/2022
  Trivelloni Asset Management, Llc
  Mount Clemens, MI
• 08/2022 → 02/2023
  Commonwealth Financial Network
  San Diego, CA
• 08/2022 → 02/2023
  Wealth Management Group
  Rio Rancho, NM
• 12/2020 → 08/2022
  Savvi
  Salt Lake City, UT
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  Albuquerque, NM
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Albuquerque, NM

Previous Registrations

• 2023-01-31 → 2023-03-07
  Commonwealth Financial Network
  Rio Rancho, NM
• 2019-05-07 → 2022-11-04
  Trivelloni Asset Management
  Bluffton, IN
  Mount Clemens, MI
  Bluffton, IN

Other Businesses

(1) Name of Business: Address: 5800 Osuna Rd NE, Apt 231, Albuquerque, NM, 87109, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author - self-published a book on Kindle Direct Publishing. (2) Name of Business: AML Group LLC dba Aligned Senior Benefits Address: 4520 Montgomery Blvd NE, Suite 1, Albuquerque, NM, 87109, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Educating about and selling Medicare products to seniors, including Advantage plans, Supplements, and ancillary products like dental and vision. (3) Name of Business: The Road Ahead LLC Address: 4520 Montgomery Blvd NE, Suite 1, Albuquerque, NM, 87109, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Educating about and selling Medicare products to seniors, including Advantage plans, Supplements, and ancillary products like dental and vision.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-26
• S65 Uniform Investment Adviser Law Examination
  2019-03-19

Other Names

• Angelica Maria Lopez
• Angelica Maria Johnson
• Angelica Maria Lopez
• Angelica Lopez