# ALDO LOZANO

ALDO LOZANO is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with MULHOLLAND WEALTH ADVISORS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MULHOLLAND WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/282408) | 2023-06-29 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2016-03-22 | 2022-11-22 | — |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2009-03-27 | 2016-04-14 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2003-07-01 | 2009-03-27 | — |
| [PRUDENTIAL EQUITY GROUP, LLC](https://search.stillhousedata.com/firm/7471) | 2003-06-13 | 2003-07-01 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2000-03-06 | 2003-06-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2479020)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2479020.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.