Larry Edgar Lutz

Current Employers

Employment History

• 10/2016 → 08/2017
  Atel Securities Corp
  San Francisco, CA
• 08/2017 → 04/2019
  Proequities Inc
  San Francisco, CA
• 08/2017 → 04/2019
  Protective Life
  San Francisco, CA
• 05/2010 → 10/2016
  Aig Capital Services Inc
  Jersey City, CA
• 04/2019 → 06/2022
  Global Atlantic Distributors, Llc
  Hartford, CT
• 04/2019 → 06/2022
  Global Atlantic Financial Company
  Hartford, CT
• 05/2022 → Present
  World Financial Group
  Tampa, FL
• 06/2022 → Present
  Transamerica Financial Advisors, Inc
  Tampa, FL
• 05/2022 → Present
  Wealthwave
  Tampa, FL
• 04/2024 → Present
  Net Law
  Louisville, KY
• 10/2025 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WealthWaveTampaFloridaUnited StatesNoNone 05/2022PRESENT NET LAW POSITION: Referral source NATURE: Referral for wills, trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2024 ADDRESS: 12910 Shelbyville Road, Suite 124, Louisville KY 40243, United States DESCRIPTION: Occasionally refer clients and prospects to them if wills, trusts are needed. Maybe 1 hours a month. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: CFEd NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 8301 E Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I will promote and provide financial education courses to businesses and employer groups as a Heartland CFEd

Exams

• S66 Uniform Combined State Law Examination
  2022-06-18
• S63 Uniform Securities Agent State Law Examination
  1996-10-22

Other Names

• Larry Edgar Lutz