Carlos Omar Lopez

Current Employers

Employment History

• 10/2003 → 01/2017
  Texas Association Of Sports Officials
  Edinburg, TX
• 12/2016 → 01/2017
  Baptist Child And Family Services
  San Antonio, TX
• 02/2017 → 01/2024
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 01/2024 → Present
  Simplicity Wealth
  Summit, NJ
• 01/2024 → Present
  Mah Financial Services
  Mcallen, TX

Previous Registrations

• 2018-06-18 → 2024-01-10
  Money Concepts Capital Corp
  Mcallen, TX
  Palm Beach Gardens, FL
  Mcallen, TX

Other Businesses

MAH FINANCIAL SERVICES; whether the business is Investment-related; YES; the address of the other business; 729 N. WARE RD MCALLEN TX 78501; the nature of the other business; INSURANCE; your position; Insurance Agent ; title, or relationship with the other business; IAR the start date of your relationship; 06/2000 the approximate number of hours/month you devote to the other business: 48; the number of hours you devote to the other business during securities trading hours;4; and briefly describe your duties relating to the other business; SELLING ANNUITIES, LIFE INSURANCE Carlos Omar Lopez; whether the business is Investment-related; YES; the address of the other business; 729 N. WARE RD MCALLEN TX 78501; the nature of the other business; INSURANCE; your position; Insurance Agent ; title, or relationship with the other business; IAR the start date of your relationship; 06/2000 the approximate number of hours/month you devote to the other business: 48; the number of hours you devote to the other business during securities trading hours;4; and briefly describe your duties relating to the other business; SELLING ANNUITIES, LIFE INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-18