RIA Intelligence

Professional profile

linkedin.com/in/lorena-guerrero-advisorreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• S•••••••• A•••••••• L•• BD affiliated current
  since Jun 14, 2021 · Miami, Fl
• W•••• F•••• A••••••• wirehouse
  Nov 24, 2014 to Jun 17, 2021 · Mcallen, Tx
• J••• M••••• S••••••••• L•• wirehouse
  Oct 1, 2012 to Dec 2, 2014 · Mcallen, Tx
• C•••• I••••••••• S••••••• C•••• former
  Mar 16, 2011 to Oct 1, 2012 · Mcallen, Tx

• W•••• F•••• A••••••• to S•••••••• A•••••••• L••
  left Jun 17, 2021, registered Jun 14, 2021 (-3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
• J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
  left Dec 2, 2014, registered Nov 24, 2014 (-8 days) · Wirehouse to wirehouse
• C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
  left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

26derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address