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RIA / WealthAdvisorCertified Financial Planner17 years in industry

MARCOS HUGO LIRA

Advisor at 360DIVIDENDS

GRANITE BAY, CA

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Search this name across graphsid dfx:ria:2d8cd506-0dfb-4ae8-d116-9058272203be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Nov 19, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 360DIVIDENDS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 28, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 28, 2009
First registration: Nov 19, 2009
Dual registered: no
Other names: Marcos Hugo Lira
IAPD individual key: 5604947

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
360dividends	State registered	Nov 24, 2025	n/a	yes	GRANITE BAY, CA	Current employment
360dividends	State registered	Jan 27, 2017	Dec 31, 2018	no	Santa Clara, CA	Previous registration
360dividends	State registered	Jan 29, 2016	Dec 31, 2016	no	GRANITE BAY, CA	Previous registration
360dividends	State registered	Jul 18, 2014	Dec 31, 2015	no	GRANITE BAY, CA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Nov 29, 2011	Oct 10, 2013	no	ARLINGTON, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 22, 2010	Dec 21, 2011	no	SAN JOSE, CA\|SAN FRANCISCO, CA\|Jacksonville, FL\|FREMONT, CA\|UNION CITY, CA\|NEWARK, CA\|FREMONT, CA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Nov 19, 2009	Mar 30, 2010	no	SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E*TRADE CAPITAL MANAGEMENT, LLC	360dividends	Oct 10, 2013	Jul 18, 2014	281	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Dec 21, 2011	Nov 29, 2011	-22	Firm change	Other
MML INVESTORS SERVICES, LLC	CITIGROUP GLOBAL MARKETS INC.	Mar 30, 2010	Jun 22, 2010	84	Firm change	Other

Relationships

Registered with (4)

→ 360DIVIDENDSRegistered adviserregistration: previous registration
Jan 27, 2017 to Dec 31, 2018factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 29, 2011 to Oct 10, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 22, 2010 to Dec 21, 2011factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Nov 19, 2009 to Mar 30, 2010factForm ADV

Dated events

No dated event names this entity yet.