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Elliot Lozano

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-13
TX RA APPROVED 2024-08-09
  • FL RA
    APPROVED
    Since 2024-08-13
  • TX RA
    APPROVED
    Since 2024-08-09

Branch Locations

3109 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Cvs Health Houston TX 01/2020 05/2022
Texas A M University College Station TX 07/2014 12/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2022 05/2024
Northwestern Mutual Investment Services Llc Colorado Spgs CO 11/2022 05/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2023 05/2024
Fisher Investments Tampa FL 06/2024 Present
  • 01/2020 → 05/2022
    Cvs Health
    Houston, TX
  • 07/2014 → 12/2019
    Texas A M University
    College Station, TX
  • 06/2022 → 05/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2022 → 05/2024
    Northwestern Mutual Investment Services Llc
    Colorado Spgs, CO
  • 04/2023 → 05/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2024 → Present
    Fisher Investments
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2023-03-30
  • S65 Uniform Investment Adviser Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2023-03-30
Other Names
  • Elliot Lozano

View on SEC IAPD

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INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
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