Lawrence Souza (CRD# 1624945) is an Investment Advisor Representative working at Penserra Global Investors LLC in Orinda, CA and has over 20 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penserra Securities | Orinda, CA | May 2021 - Current | 2 |
| Penserra Transition Management | Orinda, CA | May 2021 - Current | 2 |
| Brookwood-starboard Commercial | San Francisco, CA | Jun 2020 - Current | 3 |
| Searchlight Lending | San Rafael, CA | Jun 2020 - Current | 3 |
| St. Mary's College | Moraga, CA | Sep 2015 - Current | 8 |
| University Of San Francisco | San Francisco, CA | Jan 2014 - Current | 10 |
| Golden Gate University | San Francisco, CA | Jan 2004 - Current | 20 |
| Johnson/souza Group, Inc. | Novato, CA | Mar 2003 - Current | 21 |
| Pillar6 Advisors, LLC | Pacifica, CA | Apr 2015 - Jun 2021 | 6 |
| San Jose State University | San Jose, CA | Jan 2015 - May 2020 | 5 |
| San Francisco State University | San Francisco, CA | Jan 2014 - May 2020 | 6 |
| Fireside Realty | San Jose, CA | Apr 2015 - Apr 2020 | 5 |
| New York Life Insurance | San Jose, CA | Apr 2011 - Mar 2015 | 3 |
| Nylife Securities LLC | San Jose, CA | Apr 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- CA
- NY
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$518,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NY
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