ZANA LYN LUGO is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-29 | 2025-03-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-09-05 | 2020-05-23 | — |
| TD AMERITRADE, INC. | 2019-09-05 | 2020-05-23 | — |
| OSAIC WEALTH, INC. | 2018-11-02 | 2019-08-07 | — |
| SIGNATOR INVESTORS, INC. | 2018-02-09 | 2018-11-02 | — |
| CHARLES SCHWAB & CO., INC. | 2013-03-18 | 2017-11-07 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2003-09-26 | 2013-03-01 | — |