Inactive

Lorenzo Andres Sanchez Lopez

Pathview Wealth Advisors

CRD 6746653

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Employer firm

Pathview Wealth Advisors CRD 308292

$583M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Pathview Wealth Advisors

1455 Frazee Road Suite 700, San Diego, CA 92108 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-06
TX	RA	APPROVED	2023-03-23

CA RA
APPROVED

Since 2025-01-06
TX RA
APPROVED

Since 2023-03-23

Branch Locations

1455 Frazee Road Suite 700, San Diego, CA 92108 • 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

Organization	City	State	From	To
Rowling & Associates	San Diego	CA	11/2013	10/2020
Rowling & Associates Llc	San Diego	CA	10/2020	06/2024
Pathview Wealth Advisors	San Diego	CA	06/2024	Present

11/2013 → 10/2020

Rowling & Associates

San Diego, CA
10/2020 → 06/2024

Rowling & Associates Llc

San Diego, CA
06/2024 → Present

Pathview Wealth Advisors

San Diego, CA

Previous Registrations

2017-02-06 → 2020-11-09

Rowling & Associates

San Diego, CA

Designations

Certified Financial Planner

Other Names

Lorenzo Sanchez

View on SEC IAPD

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