DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Carlos Lopez
Feed of 09/14/2026
Also filed as Xhaz Lopez
At current firm
7 y
since Mar 15, 2019
In the industry
32 y
since Sep 15, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Two Pillars Asset Management state registered currentsince Mar 15, 2019 · Frisco, Tx
- Inspire Investing, LLC asset managerJun 21, 2016 to Oct 5, 2018 · Plano, Tx
- Creative Financial Designs, Inc. BD affiliatedOct 13, 2015 to Jun 30, 2016 · Plano, Tx
- Firmo Investment Consulting Services state registeredJun 2, 2014 to Oct 5, 2015 · Plano, Tx
- Beacon Wealth Consultants, Inc. independent RIAApr 22, 2013 to May 15, 2014 · Plano, Tx
- UBS Financial Services Inc. wirehouseMay 17, 2004 to Jul 29, 2005 · Brea, Ca
Moves
a registration end followed by a registration begin elsewhere
- Inspire Investing, LLC to Two Pillars Asset Managementleft Oct 5, 2018, registered Mar 15, 2019 (161 days) · Other
- Creative Financial Designs, Inc. to Inspire Investing, LLCleft Jun 30, 2016, registered Jun 21, 2016 (-9 days) · Other
- Firmo Investment Consulting Services to Creative Financial Designs, Inc.left Oct 5, 2015, registered Oct 13, 2015 (8 days) · Other
- Beacon Wealth Consultants, Inc. to Firmo Investment Consulting Servicesleft May 15, 2014, registered Jun 2, 2014 (18 days) · Other
- UBS Financial Services Inc. to Beacon Wealth Consultants, Inc.left Jul 29, 2005, registered Apr 22, 2013 (2824 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address