Martin Lopez Tuero

Current Employers

Employment History

• 06/2015 → 03/2017
  State Of Indiana
  Indianapolis, IN
• 07/2017 → 05/2019
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2017 → 07/2017
  Unemployed
  Carmel, IN
• 08/2019 → Present
  Citizen Advisory Group
  Perrysburg, OH
• 08/2019 → 09/2020
  Planners Alliance, Llc
  Holland, MI
• 09/2020 → Present
  Advisory Alpha, Llc
  Holland, MI

Previous Registrations

• 2019-08-24 → 2020-09-15
  Planners Alliance
  Holland, MI
  Perrysburg, OH
• 2019-01-28 → 2019-06-19
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Other Businesses

(1) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Insurance sales; Associate Advisor; 08/2019; Approx. 80 hours/month; Approx. 80 hours/month during trading hours; Sell insurance products. (2) Martin Lopez Tuero, also goes by Martin Lopez; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Insurance sales; Licensed insurance agent; 08/2019; Approx. 80 hours/month as Associate Advisor with Citizen Advisory Group; Approx. 80 hours/month during trading hours as Associate Advisor with Citizen Advisory Group; Sell insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-25
• S63 Uniform Securities Agent State Law Examination
  2018-01-17

Designations

Other Names

• Martin Lopez