JONATHAN PHILLIP LOPEZ is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with TRUVIZE FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRUVIZE FINANCIAL PLANNING LLC | 2024-08-30 | present | Yes |
| LPL FINANCIAL LLC | 2019-12-13 | 2024-08-22 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2017-03-03 | 2019-12-16 | — |
| CETERA WEALTH SERVICES, LLC | 2015-06-16 | 2017-03-06 | — |
| PRINCIPAL SECURITIES, INC. | 2012-02-02 | 2015-06-22 | — |