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Lucas B Valero

Edward Jones

Fountain Valley, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-09
CA RA APPROVED 2024-12-23
  • TX RA
    APPROVED
    Since 2025-01-09
  • CA RA
    APPROVED
    Since 2024-12-23

Branch Locations

18837 Brookhurst St Suite 205, Fountain Valley, CA 92708 • 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
Edward Jones St Louis MO 10/2024 Present
Kumon Whittier CA 06/2018 07/2021
Red Robin Whittier CA 06/2023 01/2024
The Beach House Seal Beach CA 05/2023 10/2024
Northwestern Mutual Irvine CA 02/2024 05/2024
Student Whittier CA 09/2006 08/2024
  • 10/2024 → Present
    Edward Jones
    St Louis, MO
  • 06/2018 → 07/2021
    Kumon
    Whittier, CA
  • 06/2023 → 01/2024
    Red Robin
    Whittier, CA
  • 05/2023 → 10/2024
    The Beach House
    Seal Beach, CA
  • 02/2024 → 05/2024
    Northwestern Mutual
    Irvine, CA
  • 09/2006 → 08/2024
    Student
    Whittier, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23
Other Names
  • Lucas Valero

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRANSAMERICA FINANCIAL ADVISORS, LLC
PERENNIAL FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.

Other Investors

EDWIN VAN ES
GABRIEL MARTIN
Blal Said
ELIJAH GRANT GOBLE
CHARLOTTE HUANG
WILLIAM ARTHUR OSLAND
JEFFERY GR GOBLE
GIESELLA ANNE EARLEY

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Fountain Valley, CA
CITIGROUP GLOBAL MARKETS INC. · Fountain Valley, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOUNTAIN VALLEY, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Fountain Valley, CA
PERENNIAL FINANCIAL SERVICES · Fountain Valley, CA
WELLS FARGO CLEARING SERVICES, LLC · FOUNTAIN VALLEY, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fountain Valley, CA
LPL FINANCIAL LLC · FOUNTAIN VALLEY, CA

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