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Carlos Lopez

Two Pillars Asset Management

Frisco, TX

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Current Employers
Two Pillars Asset Management

2591 Dallas Parkway Suite 300, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-15
  • TX RA
    APPROVED
    Since 2019-03-15

Branch Locations

2591 Dallas Parkway Suite 300, Frisco, TX 75034 • 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
Cwm Advisors, Llc D/B/A Inspire Hollister CA 06/2016 10/2018
Jachin & Boaz Asset Management, Llc Dba Two Pillars Frisco TX 01/2019 Present
  • 06/2016 → 10/2018
    Cwm Advisors, Llc D/B/A Inspire
    Hollister, CA
  • 01/2019 → Present
    Jachin & Boaz Asset Management, Llc Dba Two Pillars
    Frisco, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-19
S66 Uniform Combined State Law Examination 2004-05-14
S63 Uniform Securities Agent State Law Examination 1994-09-15
  • S65 Uniform Investment Adviser Law Examination
    2013-04-19
  • S66 Uniform Combined State Law Examination
    2004-05-14
  • S63 Uniform Securities Agent State Law Examination
    1994-09-15
Other Names
  • Xhaz Lopez
  • Carlos Lopez
  • Carlos Lopez Jr.

View on SEC IAPD

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