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Lizette Espinoza

Strategic Advisers LLC

Los Angeles, CA

Los Angeles, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-29
  • CA RA
    APPROVED
    Since 2026-07-29

Branch Locations

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Los Angeles, CA • 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
Pasadena City College Pasadena CA 08/2019 06/2021
Seamless Ventures Grand Rapids MI 04/2023 09/2023
Jamba Juice Los Angeles CA 06/2021 08/2021
It'S Boba Time Los Angeles CA 05/2022 08/2022
Unemployed Los Angeles CA 10/2012 06/2021
Fidelity Investments Los Angeles CA 01/2026 Present
Pepperdine University Malibu CA 08/2021 08/2025
Unemployed Los Angeles CA 08/2025 12/2025
  • 08/2019 → 06/2021
    Pasadena City College
    Pasadena, CA
  • 04/2023 → 09/2023
    Seamless Ventures
    Grand Rapids, MI
  • 06/2021 → 08/2021
    Jamba Juice
    Los Angeles, CA
  • 05/2022 → 08/2022
    It'S Boba Time
    Los Angeles, CA
  • 10/2012 → 06/2021
    Unemployed
    Los Angeles, CA
  • 01/2026 → Present
    Fidelity Investments
    Los Angeles, CA
  • 08/2021 → 08/2025
    Pepperdine University
    Malibu, CA
  • 08/2025 → 12/2025
    Unemployed
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-20
  • S66 Uniform Combined State Law Examination
    2026-07-20

View on SEC IAPD

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WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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