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Sergio Mylo Lopez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-22
TX RA APPROVED 2025-08-22
  • CA RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-22

Branch Locations

2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 04/2025 Present
Intouchcx Mesa AZ 09/2024 03/2025
Home Depot Laveen AZ 08/2024 09/2024
United States Postal Service Phoenix AZ 04/2024 07/2024
Amazon Laveen AZ 06/2023 03/2024
Phoenix College Phoenix AZ 10/2022 03/2023
Quiktrip Phoenix AZ 08/2020 11/2022
Bashas Phoenix AZ 12/2019 08/2020
Betty H. Fairfax Laveen AZ 05/2015 12/2019
  • 04/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 09/2024 → 03/2025
    Intouchcx
    Mesa, AZ
  • 08/2024 → 09/2024
    Home Depot
    Laveen, AZ
  • 04/2024 → 07/2024
    United States Postal Service
    Phoenix, AZ
  • 06/2023 → 03/2024
    Amazon
    Laveen, AZ
  • 10/2022 → 03/2023
    Phoenix College
    Phoenix, AZ
  • 08/2020 → 11/2022
    Quiktrip
    Phoenix, AZ
  • 12/2019 → 08/2020
    Bashas
    Phoenix, AZ
  • 05/2015 → 12/2019
    Betty H. Fairfax
    Laveen, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-19
  • S66 Uniform Combined State Law Examination
    2025-08-19

View on SEC IAPD

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INDEPENDENT FINANCIAL GROUP, LLC
MEREDITH DEKKER FINANCIAL SERVICES, LLC

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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