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Lauren Melissa Neeno

Flexpath Strategies

Aliso Viejo, CA

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Current Employers
Flexpath Strategies

120 Vantis Suite 480, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-01
  • CA RA
    APPROVED
    Since 2022-04-01

Branch Locations

120 Vantis Suite 480, Aliso Viejo, CA 92656 • 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
Flexpath Strategies Aliso Viejo CA 03/2018 01/2022
Flexpath Strategies Aliso Viejo CA 01/2022 Present
Chapman University Orange CA 08/2014 12/2017
Nfp/Flexpath Aliso Viejo CA 06/2017 08/2017
  • 03/2018 → 01/2022
    Flexpath Strategies
    Aliso Viejo, CA
  • 01/2022 → Present
    Flexpath Strategies
    Aliso Viejo, CA
  • 08/2014 → 12/2017
    Chapman University
    Orange, CA
  • 06/2017 → 08/2017
    Nfp/Flexpath
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
Other Names
  • Lauren Neeno

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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