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Megan Patricia Lathrop

Wealthspire Advisors

San Rafael, CA

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-13
  • CA RA
    APPROVED
    Since 2026-05-13

Branch Locations

100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Megan Lathrop, Finanseer San Francisco CA 07/2024 Present
Vanto Group San Francisco CA 02/2023 07/2024
Self Employed San Francisco CA 02/2015 02/2023
Wealthspire Advisors San Rafael CA 05/2026 Present
  • 07/2024 → Present
    Megan Lathrop, Finanseer
    San Francisco, CA
  • 02/2023 → 07/2024
    Vanto Group
    San Francisco, CA
  • 02/2015 → 02/2023
    Self Employed
    San Francisco, CA
  • 05/2026 → Present
    Wealthspire Advisors
    San Rafael, CA
Previous Registrations
Other Businesses

Megan Lathrop, Finanseer (own business, life and money coach)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-11
  • S66 Uniform Combined State Law Examination
    2002-01-11
Designations
Other Names
  • Megan Patricia Lathrop
  • Megan Patricia Lathrop
  • Megan Lathrop Cox
  • Megan P Lathrop

View on SEC IAPD

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JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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