Lucus Ubaldo

Current Employers

Envest Advisors, Llc

2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-13

CA RA
APPROVED

Since 2026-02-13

Branch Locations

2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • United States

1810 Gateway Drive Suite 380, San Mateo, CA 94404 • 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

Organization	City	State	From	To
Envest Advisors, Llc	Myrtle Beach	SC	02/2026	Present
The Valoram Group Llc	San Mateo	CA	07/2024	Present
Full Time Student	Hillsborough	CA	02/2016	05/2024

02/2026 → Present

Envest Advisors, Llc

Myrtle Beach, SC
07/2024 → Present

The Valoram Group Llc

San Mateo, CA
02/2016 → 05/2024

Full Time Student

Hillsborough, CA

Other Businesses

The Valoram Group LLC; Investment Related; San Mateo, CA; Insurance Agency; Agency Admin; Started 07/2024; Approximately 140 hours per month spent; Approximately 25 hours during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-26

S65 Uniform Investment Adviser Law Examination

2025-07-26