Lorenzo Morales is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-07-21 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2022-12-16 | 2023-07-13 | — |