Byron E. Lorenti
Professional summary
Byron Eduardo Lorenti, who also goes by Byron Eduardo Lorenti, Byron Eduardo Lorenti Jr, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Byron is registered as a RR (Registered Representative) and started their career in finance in 2021. Byron has worked at 3 firms and has passed the Series 63, Series 3, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Byron Eduardo Lorenti's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2024 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201October 18, 2021 - June 28, 2024
ROBINHOOD FINANCIAL, LLC
January 1, 2021 - October 7, 2021
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/19/2024)
Exams
Series 7TO
Date: 12/29/2020
General Securities Representative ExaminationFINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
Monitor Byron Lorenti
Get automatic monthly alerts on: