Bernardo Fidel Lozano is an investment adviser representative (IAR) with state registration records since 2019, appearing at 6 firms. Currently registered with NEW YORK LIFE INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2025-04-18 | present | Yes |
| AFFILIATED CAPITAL | 2024-10-29 | 2024-11-12 | — |
| STANDARD RULES, LLC | 2024-07-09 | 2024-08-22 | — |
| ACTIVA CAPITAL | 2024-02-09 | 2024-11-07 | — |
| PARTICIPANT CAPITAL | 2019-10-31 | 2022-10-12 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2019-06-21 | 2019-08-07 | — |