Damon Louis La Tanzi

Current Employers

Employment History

• 07/2012 → 12/2020
  Dmi Marketing
  Hingham, MA
• 01/2021 → Present
  Self Employed - Independent Insurance Agent
  Hingham, MA
• 03/2021 → 02/2022
  South Shore Investment Services
  Hingham, MA
• 02/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2021 → Present
  Rowlette & Associates, Llc Dba South Shore Retirement Services
  Hingham, MA

Previous Registrations

• 2021-03-24 → 2022-02-22
  South Shore Investment Services Llc
  Norwell, MA
• 2005-08-23 → 2011-10-07
  Concourse Financial Group Securities, Inc.
  Sugar Land, TX
  Sugar Land, TX

Other Businesses

1.) South Shore Retirement Services, Inc.; YES INVESTMENT RELATED; 25 Recreation Park Drive, Suite 200, Hingham, MA 02043; INSURANCE SALES; Insurance Agent; START DATE 01/2021; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE AND ANNUITY SALES AND SERVICES. 2.) Damon La Tanzi - Sole Proprietor; YES INVESTMENT RELATED; 25 Recreation Park Dr. #200, Hingham, MA 02043; INSURANCE SALES; Owner; START DATE 01/2021; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE AND ANNUITY SALES AND SERVICES. LOANS POSITION: None - there is no organization. NATURE: My father loans money to general contractors and builders to finance small construction and renovation projects. There isn't a corporate structure around it. I can participate in the loans by providing capital to my father who would take my money along with his and make the loans. None of my clients are involved in any way whatsoever. None of my clients are recipients of any of the money I give to my father, nor have any other involvement. I will not spend any time during my day with these activities. I'm not involved in selecting the properties. It's a passive activity where he would do all the work and I would receive a monthly interest payment until the loan ends. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 227 WOMPATUCK RD, HINGHAM MA 02043-1108, United States DESCRIPTION: See above. There isn't a company or organization. I would just be participating with my father in loans he makes as described above. I have no duties...official or unofficial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  1997-10-06

Other Names

• Damon Louis Latanzi