Cheryl N Lorenzo

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-10-12
TX	RA	APPROVED_RES	2023-10-12

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Beverly Hills	CA	04/2015	11/2016
Wells Fargo Clearing Services, Llc	Beverly Hills	CA	11/2016	01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Beverly Hills	CA	09/2018	07/2020
City National Bank	Los Angeles	CA	01/2017	03/2018
Unemployed	Los Angeles	CA	04/2018	08/2018
Bank Of America, N.A.	Beverly Hills	CA	10/2018	07/2020
Citigroup	Los Angeles	CA	07/2020	08/2022
E*Trade Securities Llc	Los Angeles	CA	09/2022	07/2023
E*Trade Capital Management Llc	Los Angeles	CA	09/2022	07/2023
Morgan Stanley	Los Angeles	CA	03/2023	07/2023
Morgan Stanley	Los Angeles	CA	09/2023	Present

04/2015 → 11/2016

Wells Fargo Advisors, Llc

Beverly Hills, CA
11/2016 → 01/2017

Wells Fargo Clearing Services, Llc

Beverly Hills, CA
09/2018 → 07/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Beverly Hills, CA
01/2017 → 03/2018

City National Bank

Los Angeles, CA
04/2018 → 08/2018

Unemployed

Los Angeles, CA
10/2018 → 07/2020

Bank Of America, N.A.

Beverly Hills, CA
07/2020 → 08/2022

Citigroup

Los Angeles, CA
09/2022 → 07/2023

E*Trade Securities Llc

Los Angeles, CA
09/2022 → 07/2023

E*Trade Capital Management Llc

Los Angeles, CA
03/2023 → 07/2023

Morgan Stanley

Los Angeles, CA
09/2023 → Present

Morgan Stanley

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-06-23

Other Firms