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Inactive

Sara Solano

Lodestar Advisory Group, LLC

Long Valley, NJ

Naples, FL

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Current Employers
Lodestar Advisory Group, Llc

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
NJ RA APPROVED 2025-03-04
CA RA APPROVED 2025-02-21
  • FL RA
    APPROVED
    Since 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-04
  • CA RA
    APPROVED
    Since 2025-02-21

Branch Locations

Long Valley, NJ • United States

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • 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
OrganizationCityStateFromTo
Lodestar Advisory Group, Llc Naples FL 03/2024 Present
Lotus Learning Group Colts Neck NJ 02/2024 04/2024
Unemployed Long Valley NJ 01/2016 01/2024
  • 03/2024 → Present
    Lodestar Advisory Group, Llc
    Naples, FL
  • 02/2024 → 04/2024
    Lotus Learning Group
    Colts Neck, NJ
  • 01/2016 → 01/2024
    Unemployed
    Long Valley, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-14

View on SEC IAPD

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