COCO M LORENZO is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with MONOGRAPH WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MONOGRAPH WEALTH ADVISORS, LLC | 2022-04-14 | present | Yes |
| WESPAC ADVISORS SOCAL, LLC | 2011-09-21 | 2017-01-31 | — |
| WESPAC ADVISORS, LLC | 2009-09-23 | 2012-01-11 | — |
| HILLTOP SECURITIES INC. | 2008-12-10 | 2009-07-07 | — |
| TOWER ASSET MANAGEMENT LLC | 2005-10-28 | 2009-07-06 | — |
| M.L. STERN & CO., LLC. | 2005-10-28 | 2009-04-07 | — |
| WELLS FARGO INVESTMENTS, LLC | 2005-08-15 | 2005-11-04 | — |