# JONATHAN PHILLIP LOPEZ

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUVIZE FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/331821) | 2024-08-30 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2019-12-13 | 2024-08-22 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2017-03-03 | 2019-12-16 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2015-06-16 | 2017-03-06 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2012-02-02 | 2015-06-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5783350)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5783350.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.