Jonathan Phillip Lopez

Current Employers

Employment History

• 06/2015 → 03/2017
  Cetera Advisor Networks Llc
  El Paso, TX
• 12/2019 → 08/2024
  Lpl Financial, Llc
  El Paso, TX
• 04/2024 → Present
  Truvize Financial Planning Llc
  El Paso, TX
• 03/2017 → 12/2019
  Securities America
  El Paso, TX

Previous Registrations

• 2019-12-13 → 2024-08-22
  Lpl Financial Llc
  El Paso, TX
  El Paso, TX
  Chula Vista, CA
• 2017-03-03 → 2019-12-16
  Securities America Advisors, Inc.
  El Paso, TX
• 2015-06-16 → 2017-03-06
  Cetera Wealth Services, Llc
  El Paso, TX
• 2012-02-02 → 2015-06-22
  Principal Securities, Inc.
  El Paso, TX

Other Businesses

02/2017 - Non-Variable Insurance - TRUVIZE INSURANCE PLANNING - 5% - INVESTMENT RELATED - EL PASO, TX 79901 -a member of the board for the local chapter of Fellowship of Christian Athletes in El Paso. -owns a percentage of Glide Scooter Sharing, Inc. This business is no longer operational and in the process of liquidating its assets to be shut down. Approximately one hour a week is spent on this other business activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-26
• S63 Uniform Securities Agent State Law Examination
  2010-07-03

Other Names

• Jonathan Phillip Lopez
• Jonathan Phillip Lopez