# JUAN LOPEZ

JUAN LOPEZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with INVICTA ADVISORS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INVICTA ADVISORS LLC](https://search.stillhousedata.com/firm/298868) | 2023-10-31 | present | Yes |
| [VERITY ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/158667) | 2022-02-08 | 2022-05-09 | — |
| [VERITY ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/158667) | 2021-05-18 | 2021-08-12 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2015-03-03 | 2015-04-27 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2007-03-19 | 2007-06-26 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-07-01 | 2005-07-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4611028)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4611028.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.