# COCO M LORENZO

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MONOGRAPH WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/173949) | 2022-04-14 | present | Yes |
| [WESPAC ADVISORS SOCAL, LLC](https://search.stillhousedata.com/firm/158413) | 2011-09-21 | 2017-01-31 | — |
| [WESPAC ADVISORS, LLC](https://search.stillhousedata.com/firm/148242) | 2009-09-23 | 2012-01-11 | — |
| [HILLTOP SECURITIES INC.](https://search.stillhousedata.com/firm/6220) | 2008-12-10 | 2009-07-07 | — |
| [TOWER ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/107919) | 2005-10-28 | 2009-07-06 | — |
| [M.L. STERN & CO., LLC.](https://search.stillhousedata.com/firm/8327) | 2005-10-28 | 2009-04-07 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2005-08-15 | 2005-11-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4598724)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4598724.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.