Lora Gene Lakatos

Current Employers

Employment History

• 08/2016 → 01/2022
  U.S. Bancorp Investments, Inc.
  Boise, ID
• 01/2022 → 03/2024
  Ameriprise Financial Services, Llc
  Meridian, ID
• 03/2024 → 06/2024
  Securities America, Inc.
  Meridian, ID
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Meridian, ID
• 11/2025 → Present
  Osaic Institutions, Inc.
  Meriden, CT

Previous Registrations

• 2024-03-15 → 2025-11-10
  Pfg Advisors
  Meridian, ID
• 2022-01-06 → 2024-03-21
  Ameriprise Financial Services, Llc
  Meridian, ID
• 2016-08-25 → 2022-01-10
  U.S. Bancorp Investments, Inc.
  Boise, ID
  Boise, ID
• 2014-11-24 → 2016-06-16
  Wells Fargo Clearing Services, Llc
  Mclean, VA

Other Businesses

1.) OSAIC Advisory Services, LLC. Yes, Investment related. Investment Advisory. Registered Sales Asst. Started 11-14-2025. 2.) BERTRAND HEATH INVESTMENTS LLC POSITION: managing member NATURE: Family Vacation Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2007 ADDRESS: 1675 N Thimbleberry Lane, Harrison ID 83833 DESCRIPTION: Schedules maintenance and pays bills for the family vacation property 3.) NA POSITION: NA NATURE: To disclose I hold insurance licenses; however I do not sell insurance products. I am the Operations Manager not a FA. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2024 ADDRESS: 1111 S SILVERSTONE WAY, SUITE 120, MERIDIAN ID 83642 DESCRIPTION: I hold my insurance licenses, but I do not sell insurance. I am the Operations manager, not a selling FA. 4.) IDAHO CENTRAL CREDIT UNION POSITION: Wealth Management Operations Manager NATURE: Credit Union INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 4400 Central Way, Chubbuck ID 83202 DESCRIPTION: Idaho Central Wealth is a DBA of ICCU

Exams

• S66 Uniform Combined State Law Examination
  2014-11-24

Other Names

• Lora G Herndon
• Lora G Etcheverry
• Lora Gene Hernon