Kevion Lamar Latham

Current Employers

Employment History

• 02/2014 → 10/2017
  Raymond James Financial Services, Inc.
  Beaver, PA
• 03/2014 → 10/2017
  Raymond James Financial Services Advisors Inc.
  Beaver, PA
• 11/2018 → Present
  Greenrose Wealth Management, Llc
  Seven Fields, PA
• 11/2017 → 11/2018
  Signify Wealth Llc
  Seven Fields, PA
• 01/2019 → 06/2022
  Greyson Tax & Accounting, Llc
  Seven Fields, PA
• 05/2019 → 12/2023
  Kailasa Capital Management Llc
  Cranberry Township, PA
• 02/2024 → 05/2025
  The Colony Group, Llc
  Boston, MA
• 05/2025 → Present
  Northwest Asset Management
  Mercer Island, WA
• 01/2021 → Present
  Greenrose Tax & Accounting, Llc
  Cranberry Township, PA

Previous Registrations

• 2024-02-02 → 2025-05-30
  Focus Partners Wealth, Llc
  Cranberry Townshpi, PA
• 2019-05-30 → 2024-03-07
  Kailasa Capital Management Llc
  Pittsburgh, PA
  Seven Fields, PA
  Cranberry Township, PA
• 2018-12-21 → 2024-03-07
  Greenrose Wealth Management, Llc
  Pittsburgh, PA
• 2017-11-06 → 2018-12-05
  Signify Wealth Llc
  Seven Fields, PA
  St. Louis, MO
• 2014-03-28 → 2017-11-03
  Raymond James Financial Services Advisors, Inc
  Beaver, PA
  Beaver, PA
  Beaver, PA
  Beaver, PA
• 2012-07-24 → 2014-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cranberry Township, PA
  Upper Saint Clair, PA

Other Businesses

806 Gallant Fox Ln, LLC. No. 240 Executive Dr, 2573, Cranberry Twp, PA 16066. Real Estate. Owner. 03/01/2025. 4 hours a month. 0 hours a month. Overseeing the management of rental property. GreenRose Tax & Accounting. No. 240 Executive Dr, 2573, Cranberry Twp, PA 16066. Tax & Accounting. Owner. 01/01/2021. 20 hours a month. 0 hours a month. Overseeing the accounting reports for clients and coordinating bill payment at the discretion of the client. Insurance. Yes. 240 Executive Dr, 2573, Cranberry Twp, PA 16066. Insurance Sales (Life, Disability, Property & Casualty). Producer. 11/2012. 16 hours a month. 8 hours during securities trading hours. Helps clients by providing insurance sales and service. GreenRose Wealth Management, LLC. Yes. Same address. No client involvement and not a Registered Investment Adviser. GreenRose Wealth Management, LLC. and NWAM, LLC. are unaffiliated entities. Owner. 11/2018.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-23

Designations

Other Names

• Kevion Lamar Latham
• Kevion L Latham