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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

ZORAN IVAN LOZO

Advisor at MISSIONSQUARE WEALTH MANAGEMENT

Murrieta, CA | WOODLAND HILLS, CA

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Search this name across graphsid dfx:ria:cee171f5-9c8f-e7c7-2631-f59ffc3f508a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: May 13, 2002 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: MISSIONSQUARE WEALTH MANAGEMENT
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 20, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 20, 1997
First registration: May 13, 2002
Dual registered: yes, broker-dealer
Other names: ZORAN MILANOVIC|ZORAN L MILANOVIC|ZORAN I. LOZO|ZORAN MILANOVICH
IAPD individual key: 2834005

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
MISSIONSQUARE WEALTH MANAGEMENT	No RAUM reported	Feb 27, 2026	n/a	yes	WOODLAND HILLS, CA\|Murrieta, CA	Current employment
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Jul 28, 2015	Mar 16, 2026	no	WOODLAND HILLS, CA\|WASHINGTON, DC\|WOODLAND HILLS, CA	Previous registration
FIRST BROKERAGE AMERICA, L.L.C.	n/a	Mar 6, 2015	Jun 25, 2015	no	ROSEVILLE, CA\|Woodland Hills, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 26, 2012	Mar 5, 2015	no	WOODLAND HILLS, CA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Sep 28, 2010	Nov 2, 2012	no	SAN DIEGO, CA\|WESTLAKE VILLAGE, CA	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Mar 30, 2005	Sep 20, 2010	no	WOODLAND HILLS, CA\|CHATSWORTH, CA	Previous registration
ESSEX NATIONAL SECURITIES, INC.	Former SEC adviser	Nov 7, 2003	Mar 4, 2005	no	NAPA, CA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	May 13, 2002	Jul 24, 2003	no	GLENDALE, 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
MISSIONSQUARE RETIREMENT	MISSIONSQUARE WEALTH MANAGEMENT	Mar 16, 2026	Feb 27, 2026	-17	Bulk transfer	Ibd to new firm
FIRST BROKERAGE AMERICA, L.L.C.	MISSIONSQUARE RETIREMENT	Jun 25, 2015	Jul 28, 2015	33	Firm change	Other
LPL FINANCIAL LLC	FIRST BROKERAGE AMERICA, L.L.C.	Mar 5, 2015	Mar 6, 2015	1	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	Nov 2, 2012	Nov 26, 2012	24	Firm change	Other
CUNA BROKERAGE SERVICES, INC.	CUSO FINANCIAL SERVICES, L.P.	Sep 20, 2010	Sep 28, 2010	8	Firm change	Other
ESSEX NATIONAL SECURITIES, INC.	CUNA BROKERAGE SERVICES, INC.	Mar 4, 2005	Mar 30, 2005	26	Firm change	Other
PRINCIPAL SECURITIES, INC.	ESSEX NATIONAL SECURITIES, INC.	Jul 24, 2003	Nov 7, 2003	106	Firm change	Other

Relationships

Registered with (8)

→ MISSIONSQUARE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
Jul 28, 2015 to Mar 16, 2026factForm ADV
→ FIRST BROKERAGE AMERICA, L.L.C.Registered adviserregistration: previous registration
Mar 6, 2015 to Jun 25, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 26, 2012 to Mar 5, 2015factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Sep 28, 2010 to Nov 2, 2012factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Mar 30, 2005 to Sep 20, 2010factForm ADV
→ ESSEX NATIONAL SECURITIES, INC.Registered adviserregistration: previous registration
Nov 7, 2003 to Mar 4, 2005factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
May 13, 2002 to Jul 24, 2003factForm ADV

Dated events

No dated event names this entity yet.