Patrick Jennings Latta

Current Employers

Employment History

• 08/2015 → 12/2023
  Lpl Financial Llc
  Asheville, NC
• 09/2015 → Present
  Act Advisors
  Asheville, NC

Previous Registrations

• 2003-03-20 → 2015-09-17
  Valic Financial Advisors, Inc.
  Greensboro, NC
  Asheville, NC
  Asheville, NC
  Durham, NC
  Asheville, NC
  Asheville, NC
  Durham, NC

Other Businesses

1) 7 Independence Boulevard. Not Investment-Related. 7 Independence Boulevard, Asheville, NC. Real Estate Rental. Owner/Landlord. Start Date - 3/1/2012. Time Spent: 1 hour per month/0 hours during securities trading hours. Property Management. 2) Latta Properties LLC. Not Investment-Related. At reported business location. Business Entity For Tax/Investment Purposes Only. Start Date - 07/01/2017. Time Spent: 1 Hours Per Month/0 Hours during securities trading hours. Family Lake house. 3) AVLATTA LLC. Not Investment-Related. 33 Mt. Vernon Cir., Asheville, NC 28804. Business Entity For Tax/Investment Purposes Only. Start date - 01/01/2019. Time Spent: 160 hours/month / 6 hrs during securities trading hours. Personal LLC used to receive compensation for advisory services provided to clients of ACT Advisors. 4) JBNP Properties LLC. Not Investment-Related. Physical location - 1418 Brookwood Dr., Reidsville, NC 27320. Business address - 33 Mt. Vernon Cir., Asheville, NC 28804. LT single family rental property. Partner. Start Date - 12/1/24. Time Spent: 1 hour per month/0 hours during securities trading hours. As a partner, I manage the financials of this rental property. My father/partner lives next door to 1418 Brookwood and he is the managing partner who deals with the day to day managing of the rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-19
• S63 Uniform Securities Agent State Law Examination
  2001-05-21