Renata Lance

Current Employers

Employment History

• 07/2016 → 11/2018
  Sii
  Walnut Creek, CA
• 11/2018 → 01/2019
  Royal Alliance Associates, Inc.
  Lafayette, CA
• 02/2019 → 02/2019
  Morgan Stanley
  Burlingame, CA
• 05/2019 → 09/2021
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2019 → 09/2021
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2016 → Present
  Sral Inc
  Roseville, CA
• 09/2018 → Present
  S&R Capital Management Investments Inc
  Redwood City, CA
• 06/2018 → 01/2022
  Lance Legacy Inc
  Palo Alto, CA
• 05/2014 → Present
  Lance Enterprises Inc
  San Carlos, CA
• 06/2019 → 05/2021
  Wellness Wealth Advisors
  San Carlos, CA
• 12/2019 → Present
  Lance Enterprises Inc, Dba Club Pilates Del Mar
  San Diego, CA
• 09/2021 → 05/2022
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2021 → 05/2022
  Cetera Investment Advisers Llc
  San Diego, CA
• 02/2024 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2019-05-31 → 2022-05-25
  Cetera Investment Advisers Llc
  San Carlos, CA
  Redwood City, CA
• 2019-02-15 → 2019-02-27
  Morgan Stanley
  Burlingame, CA
• 2018-11-02 → 2019-01-08
  Osaic Wealth, Inc.
  Lafayette, CA
• 2016-08-11 → 2018-11-02
  Signator Investors, Inc.
  Lafayette, CA
• 2016-03-17 → 2016-07-05
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
• 2011-01-03 → 2014-06-06
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  Palo Alto, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2010-09-29 → 2011-01-03
  Wells Fargo Investments, Llc
  Palo Alto, CA
  Palo Alto, CA

Other Businesses

1) SCARLET AND GREY, INC., NOT INVESTMENT RELATED, 1155 CAMINO DEL MAR #476, DEL MAR, CA 92130(MAILING ADDRESS) 1134 W. VALLEY PKWY, ESCONDIDO,CA 92025, RESALE RETAIL CLOTHING STORE, OWNER, PROCESS PAYROLL AND HIRING OF NEW EMPLOYEES, 6 HRS MONTHLY AND 0 HRS DURING SECURITIES TRADING HOURS, 11/2022 2) S AND R CAPITAL MANAGEMENT INVESTMENTS, INC., NOT INVESTMENT RELATED, 1155 CAMINO DEL MAR #476, DEL MAR, CA 92130(MAILING ADDRESS) 335 WOODSIDE PLAZA, REDWOOD CITY, CA 94061, FRANCHISE PILATES STUDIO-REFORMER BASED PILATES STUDIO, OWNER, PROCESS PAYROLL AND HIRING OF NEW EMPLOYEES, LESS THAT 5 HRS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 12/2017 3) LANCETOWN INDUSTRIES, INC., NOT INVESTMENT RELATED, 1155 CAMINO DEL MAR #476, DEL MAR, CA 92130(MAILING ADDRESS) 1705 W. LEWIS ST., SAN DIEGO, CA 92103, PLUMBING SERVICE COMPANY, CFO, PROCESS PAYROLL AND HIRING OF NEW EMPLOYEES, 6 HRS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 09/2021 4) LANCE ENTERPRISES, INC., NOT INVESTMENT RELATED, 1155 CAMINO DEL MAR, #476, DEL MAR, CA 92130(MAILING ADDRESS) 12843 EL CAMINO REAL STE 202, SAN DIEGO, CA 92130, CLUB PILATES FRANCHISE, OWNER, I HANDLE ALL OF THE FINANCIALS, PAYROLL PROCESSING AND HIRING OF NEW EMPLOYEES. DAY TO DAY OPERATIONS ARE HANDLED BY GM., 6 H RS MONTHLY, 0 HRS DURING SECURITIES TRADING HOURS, 03/2014

Exams

• S66 Uniform Combined State Law Examination
  2010-09-27
• S63 Uniform Securities Agent State Law Examination
  2009-03-28

Other Names

• Renata Slipak
• Renata Slipak