Heather Lozano

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-14
PA	RA	APPROVED	2026-07-28

Branch Locations

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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2019	02/2020
City Of Maricopa	Maricopa	AZ	05/2014	03/2019
Vipkid	San Diego	CA	01/2018	12/2021
Merrill Lynch, Pierce, Fenner, & Smith Incorporated	Chandler	AZ	07/2021	01/2022
J.P. Morgan Securities Llc	Westerville	AZ	02/2022	07/2026
Jpmorgan Chase Bank, N.A.	Westerville	OH	02/2022	07/2026
Massachusetts Mutual Life Insurance Co	Chandler	AZ	07/2019	02/2020
Fry`s Foods	Maricopa	AZ	01/2018	02/2018
Stifel, Nicolaus & Company, Incorporated	Pittsburgh	PA	07/2026	Present

04/2019 → 02/2020

Edward Jones

St Louis, MO
05/2014 → 03/2019

City Of Maricopa

Maricopa, AZ
01/2018 → 12/2021

Vipkid

San Diego, CA
07/2021 → 01/2022

Merrill Lynch, Pierce, Fenner, & Smith Incorporated

Chandler, AZ
02/2022 → 07/2026

J.P. Morgan Securities Llc

Westerville, AZ
02/2022 → 07/2026

Jpmorgan Chase Bank, N.A.

Westerville, OH
07/2019 → 02/2020

Massachusetts Mutual Life Insurance Co

Chandler, AZ
01/2018 → 02/2018

Fry`s Foods

Maricopa, AZ
07/2026 → Present

Stifel, Nicolaus & Company, Incorporated

Pittsburgh, PA

2022-03-23 → 2026-08-07

J.P. Morgan Securities Llc

Westerville, OH

Westerville, OH

Tempe, AZ
2021-08-19 → 2022-02-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
2019-08-19 → 2020-02-11

Edward Jones

Maricopa, AZ

St Louis, MO

Chandler, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-07

Other Firms