Jeffrey Kim Lorenz

Current Employers

Employment History

• 01/2016 → 08/2021
  Mutual Securities, Inc.
  Camarillo, CA
• 01/2016 → 08/2021
  Mutual Advisors, Llc
  Casper, WY
• 09/2021 → Present
  Advisory Alpha, Llc
  Holland, MI
• 12/2011 → Present
  401 Financial
  Rocklin, CA

Previous Registrations

• 2016-01-15 → 2021-08-31
  Mutual Advisors, Llc
  Camarillo, CA
• 2011-12-16 → 2016-01-22
  Lpl Financial Llc
  Roseville, CA
  Sacramento, CA
  Roseville, CA
• 2006-01-25 → 2011-12-22
  Addison Avenue Financial Partners, Llc
  Roseville, CA
  Rocklin, CA
• 2005-10-24 → 2006-12-01
  Cuso Financial Services, L.P.
  Roseville, CA
  Roseville, CA
• 2005-01-28 → 2005-10-17
  Pension Planners Securities, Inc.
  Roseville, CA
• 2001-10-02 → 2002-12-31
  Securities America Advisors, Inc.
  Sacramento, CA

Other Businesses

1. 401 Financial; Investment-related; 5701 Lonetree Blvd. #219, Rocklin, CA 95765; Insurance product sales; President; President; 12/2011; Approx. 160 hours/month; Approx. 80 hours/month during trading hours; Insurance product sales. 2. Jeff Lorenz; Investment-related; 5701 Lonetree Blvd. #219, Rocklin, CA 95765; Insurance sales; Licensed Insurance Agent; Licensed Insurance Agent; 07/1996; Approx. 160 hours/month; Approx. 80 hours/month during trading hours; Insurance product sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-28
• S63 Uniform Securities Agent State Law Examination
  1996-06-07

Other Names

• Jeff Lorenz