# CARLOS J F LOPEZ

CARLOS J F LOPEZ is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2014-07-24 | present | Yes |
| [FIDELITY PERSONAL TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/109516) | 2004-03-05 | 2007-03-28 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2004-03-05 | 2014-07-09 | — |
| [TOWER SQUARE SECURITIES, INC.](https://search.stillhousedata.com/firm/833) | 2003-04-03 | 2004-02-23 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 1998-09-23 | 2002-11-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2386699)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2386699.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.