Susana Romo Lozano

Current Employers

Employment History

• 08/2016 → 02/2020
  New York Life Insurance Company
  Phoenix, AZ
• 11/2016 → 02/2020
  Nylife Securities Llc
  Phoenix, AZ
• 02/2020 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
• 05/2020 → 01/2022
  Bank Of America, N.A.
  Phoenix, AZ
• 01/2022 → 07/2023
  Bank Of The West Bnp Parribas
  Tempe, AZ
• 01/2022 → 07/2023
  Bancwest Investment Services, Inc.
  Tempe, AZ
• 07/2023 → 12/2024
  Lpl Financial Llc
  Phoenix, AZ
• 12/2024 → 06/2025
  Morgan Stanley
  Gilbert, AZ
• 07/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 07/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 07/2023 → 12/2024
  Bmo Investment Services
  Phoenix, AZ

Previous Registrations

• 2024-12-19 → 2025-07-14
  Morgan Stanley
  Gilbert, AZ
• 2023-07-19 → 2024-12-05
  Lpl Financial Llc
  Tempe, AZ
• 2022-03-03 → 2023-07-19
  Bancwest Investment Services, Inc.
  Tempe, AZ
  Omaha, NE
• 2021-06-16 → 2022-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ
  New York, NY
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED ADDRESS: BUCKEYE, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: LANDLORD/OWNER START DATE: 01/2024 APPROXIMATE HOURS/MONTH: 2 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE POSITION: N/A START DATE: 02/2016 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2021-06-12
• S63 Uniform Securities Agent State Law Examination
  2017-03-13

Other Names

• Susana Romo De Mejia
• Susana Mejia
• Susana Romo Lozano
• Susana Romo-Lozano
• Susana Romolozano
• Susana Demejia
• Susana R Mejia
• Susana Romo De Mejia
• Susana Romo
• Susana Romo Demejia
• Susana Romo Mejia
• Susan Romo Demejia