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Leslie D Lozano

Strategic Advisers LLC

Henderson, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-08-12
TX RA APPROVED 2026-08-12
  • NV RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED
    Since 2026-08-12

Branch Locations

Henderson, NV • 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
Fidelity Investments Henderson NV 11/2021 Present
Bank Of America Las Vegas NV 01/2020 11/2021
Verizon Wireless Las Vegas NV 07/2015 01/2020
  • 11/2021 → Present
    Fidelity Investments
    Henderson, NV
  • 01/2020 → 11/2021
    Bank Of America
    Las Vegas, NV
  • 07/2015 → 01/2020
    Verizon Wireless
    Las Vegas, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-22
S63 Uniform Securities Agent State Law Examination 2022-09-22
  • S66 Uniform Combined State Law Examination
    2025-12-22
  • S63 Uniform Securities Agent State Law Examination
    2022-09-22
Other Names
  • Leslie Denise Lozano

View on SEC IAPD

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