Thomas Michael Loza

Current Employers

Employment History

• 09/2008 → 07/2021
  Waddell & Reed, Inc
  Riverside, CA
• 12/2008 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Riverside, CA
• 01/2001 → 01/2017
  Riverside Community Health Foundation
  Riverside, CA
• 02/2018 → 06/2019
  Loza, Beck & Associates (Dba)
  Riverside, CA
• 01/2018 → 06/2020
  Riverside Community Health Foundation
  Riverside, CA
• 06/2019 → 07/2021
  Loza, Beck & Associates Llc
  Riverside, CA
• 07/2021 → Present
  Lpl Financial, Llc
  Riverside, CA

Previous Registrations

• 2009-03-02 → 2021-07-21
  Waddell & Reed
  Riverside, CA
  Riverside, CA
  Las Vegas, NV

Other Businesses

1.08/11/2021; Loza, Beck & Associates LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/01/2019; 40hrs/mth; hrs during trading 2.08/12/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Loza, Beck & Associates; Investment Related; at Reported Business Location(s); Start Date 07/01/2019; 40hrs/mth; hrs during trading 3.08/24/2021; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/01/2009; 2hrs/mth; 2hrs during trading 4.10/12/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Loza Beck Wealth Management; Investment Related; at Reported Business Location(s); Start Date 11/01/2022; 10hrs/mth; 10hrs during trading 5.01/28/2025; LB Tax Prep; Tax Prep/Accounting/CPA; Investment Related; ; Start Date 02/01/2025; 20hrs/mth; 0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-02-26

Other Names

• Thomas Loza