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Adam Christopher Lozano

Capital Client Group, Inc.

San Antonio, TX

Fair Oaks Ranch, TX

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-05
  • TX RA
    APPROVED
    Since 2018-10-05

Branch Locations

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

Fair Oaks Ranch, TX • 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
American Funds San Antonio TX 08/2018 01/2021
Unemployed San Antonio TX 05/2018 08/2018
Usaa San Antonio TX 08/2012 04/2018
American Funds San Antonio TX 01/2021 Present
  • 08/2018 → 01/2021
    American Funds
    San Antonio, TX
  • 05/2018 → 08/2018
    Unemployed
    San Antonio, TX
  • 08/2012 → 04/2018
    Usaa
    San Antonio, TX
  • 01/2021 → Present
    American Funds
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-17
S63 Uniform Securities Agent State Law Examination 2014-04-15
  • S66 Uniform Combined State Law Examination
    2014-10-17
  • S63 Uniform Securities Agent State Law Examination
    2014-04-15
Other Names
  • Adam Lozano
  • Adam Christopher Lozano

View on SEC IAPD

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TITLEIST ASSET MANAGEMENT, LLC
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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