Steven William Beck

Current Employers

Employment History

• 11/2013 → 07/2021
  Waddell & Reed Inc
  Riverside, CA
• 11/2013 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Murrieta, CA
• 02/2018 → 06/2019
  Loza, Beck & Associates (Dba)
  Riverside, CA
• 06/2019 → Present
  Loza, Beck & Associates Llc
  Riverside, CA
• 07/2021 → Present
  Lpl Financial Llc
  Riverside, CA

Previous Registrations

• 2013-12-24 → 2021-07-21
  Waddell & Reed
  Riverside, CA
  Riverside, CA
  Las Vegas, NV

Other Businesses

1. 08/19/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 02/2014. 2. 10/06/2022 - LozaBeck Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/01/2022 - 150 Hours Per Month/75 Hours During Securities Trading 3. 10/06/2022 - Loza, Beck & Associates LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2019 - 10 Hours Per Month/5 Hours During Securities Trading 4. 07/03/2024 - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 04/22/2024 - 2 Hours Per Month/ 1 Hour During Trading 5. 01/28/2025 - LB Tax Prep - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date:02/01/2024 - 20 Hrs/Mth - 0 Hrs During Trading. 6. 02/20/2026 - Macher & Clark CPAs LLP - Tax Prep/Accounting/CPA - Investment Related - Riverside, CA - Start Date 02/10/2026 - 40 hours per month/ 20 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-12-23

Designations