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RIA / WealthAdvisor32 years in industry

CARLOS LOPEZ

Advisor at TWO PILLARS ASSET MANAGEMENT

FRISCO, TX

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Search this name across graphsid dfx:ria:6b0cdfea-3478-47c4-b787-5ff5e2d870ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 17, 2004 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: TWO PILLARS ASSET MANAGEMENT
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: Sep 15, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S66|S63
First exam: Sep 15, 1994
First registration: May 17, 2004
Dual registered: no
Other names: XHAZ LOPEZ|CARLOS LOPEZ|CARLOS LOPEZ JR.
IAPD individual key: 2528941

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
TWO PILLARS ASSET MANAGEMENT	State registered	Mar 15, 2019	n/a	yes	FRISCO, TX	Current employment
INSPIRE INVESTING, LLC	Asset manager	Jun 21, 2016	Oct 5, 2018	no	Plano, TX\|Plano, TX\|MERIDIAN, ID\|Frisco, TX	Previous registration
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Oct 13, 2015	Jun 30, 2016	no	Plano, TX\|KOKOMO, IN	Previous registration
FIRMO INVESTMENT CONSULTING SERVICES	State registered	Jun 2, 2014	Oct 5, 2015	no	PLANO, TX	Previous registration
BEACON WEALTH CONSULTANTS, INC.	Independent wealth	Apr 22, 2013	May 15, 2014	no	PLANO, TX\|NEW YORK, NY\|ROANOKE, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 17, 2004	Jul 29, 2005	no	BREA, 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
INSPIRE INVESTING, LLC	TWO PILLARS ASSET MANAGEMENT	Oct 5, 2018	Mar 15, 2019	161	Firm change	Other
CREATIVE FINANCIAL DESIGNS, INC.	INSPIRE INVESTING, LLC	Jun 30, 2016	Jun 21, 2016	-9	Firm change	Other
FIRMO INVESTMENT CONSULTING SERVICES	CREATIVE FINANCIAL DESIGNS, INC.	Oct 5, 2015	Oct 13, 2015	8	Firm change	Other
BEACON WEALTH CONSULTANTS, INC.	FIRMO INVESTMENT CONSULTING SERVICES	May 15, 2014	Jun 2, 2014	18	Firm change	Other
UBS FINANCIAL SERVICES INC.	BEACON WEALTH CONSULTANTS, INC.	Jul 29, 2005	Apr 22, 2013	2,824	Firm change after gap	Other

Relationships

Registered with (6)

→ TWO PILLARS ASSET MANAGEMENTRegistered adviserregistration: current employment
Mar 15, 2019 to presentfactForm ADV
→ INSPIRE INVESTING, LLCRegistered adviserregistration: previous registration
Jun 21, 2016 to Oct 5, 2018factForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Oct 13, 2015 to Jun 30, 2016factForm ADV
→ FIRMO INVESTMENT CONSULTING SERVICESRegistered adviserregistration: previous registration
Jun 2, 2014 to Oct 5, 2015factForm ADV
→ BEACON WEALTH CONSULTANTS, INC.Registered adviserregistration: previous registration
Apr 22, 2013 to May 15, 2014factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 17, 2004 to Jul 29, 2005factForm ADV

Dated events

No dated event names this entity yet.