JIMMY LOURENCO is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-10-02 | 2025-03-31 | — |
| MML INVESTORS SERVICES, LLC | 2022-09-28 | 2023-08-10 | — |
| MML INVESTORS SERVICES, LLC | 2022-02-16 | 2022-06-09 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2018-06-15 | 2021-04-20 | — |
| CAPITAL ONE ADVISORS, LLC | 2015-01-28 | 2018-05-02 | — |
| CAPITAL ONE FINANCIAL ADVISORS LLC | 2014-04-28 | 2015-01-28 | — |