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RIA / WealthAdvisorCertified Financial Planner21 years in industry

COCO M LORENZO

Advisor at MONOGRAPH WEALTH ADVISORS, LLC

MANHATTAN BEACH, CA

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Search this name across graphsid dfx:ria:896fc0ef-8d35-83cc-d096-a77bd87c16d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2005 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: MONOGRAPH WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 12, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 12, 2005
First registration: Aug 15, 2005
Dual registered: no
Other names: NICOLE M LORENZO
IAPD individual key: 4598724

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
MONOGRAPH WEALTH ADVISORS, LLC	Independent wealth	Apr 14, 2022	n/a	yes	MANHATTAN BEACH, CA	Current employment
STONEMARK WEALTH MANAGEMENT	Independent wealth	Sep 21, 2011	Jan 31, 2017	no	PASADENA, CA	Previous registration
WESPAC ADVISORS, LLC	Other adviser	Sep 23, 2009	Jan 11, 2012	no	PASADENA, CA	Previous registration
HILLTOP SECURITIES INC.	Bd affiliated wealth	Dec 10, 2008	Jul 7, 2009	no	Sherman Oaks, CA	Previous registration
TOWER ASSET MANAGEMENT LLC	n/a	Oct 28, 2005	Jul 6, 2009	no	BEVERLY HILLS, CA	Previous registration
M.L. STERN & CO., LLC.	n/a	Oct 28, 2005	Apr 7, 2009	no	BEVLERY HILLS, CA\|BEVERLY HILLS, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 15, 2005	Nov 4, 2005	no	BEVERLY HILLS, 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
STONEMARK WEALTH MANAGEMENT	MONOGRAPH WEALTH ADVISORS, LLC	Jan 31, 2017	Apr 14, 2022	1,899	Firm change after gap	Other
WESPAC ADVISORS, LLC	STONEMARK WEALTH MANAGEMENT	Jan 11, 2012	Sep 21, 2011	-112	Firm change after gap	Other
HILLTOP SECURITIES INC.	WESPAC ADVISORS, LLC	Jul 7, 2009	Sep 23, 2009	78	Firm change	Other
TOWER ASSET MANAGEMENT LLC	HILLTOP SECURITIES INC.	Jul 6, 2009	Dec 10, 2008	-208	Firm change after gap	Other
M.L. STERN & CO., LLC.	TOWER ASSET MANAGEMENT LLC	Apr 7, 2009	Oct 28, 2005	-1,257	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	M.L. STERN & CO., LLC.	Nov 4, 2005	Oct 28, 2005	-7	Firm change	Other

Relationships

Registered with (7)

→ MONOGRAPH WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Apr 14, 2022 to presentfactForm ADV
→ STONEMARK WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 21, 2011 to Jan 31, 2017factForm ADV
→ WESPAC ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 23, 2009 to Jan 11, 2012factForm ADV
→ HILLTOP SECURITIES INC.Registered adviserregistration: previous registration
Dec 10, 2008 to Jul 7, 2009factForm ADV
→ TOWER ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 28, 2005 to Jul 6, 2009factForm ADV
→ M.L. STERN & CO., LLC.Registered adviserregistration: previous registration
Oct 28, 2005 to Apr 7, 2009factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 15, 2005 to Nov 4, 2005factForm ADV

Dated events

No dated event names this entity yet.