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45 East Colorado Avenue, Frankfort, IL 60423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-03-17 |
| IL | RA | APPROVED | 2016-03-24 |
| TX | RA | APPROVED | 2016-03-24 |
Branch Locations
45 East Colorado Avenue, Frankfort, IL 60423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Latko Wealth Management, Ltd. | Frankfort | IL | 04/2016 | Present |
| Lpl Financial, Llc | Frankfort | IL | 05/2016 | Present |
1) 05/05/2016 * Latko Wealth Management * Registered Investment Advisor Hybrid * (Hybrid) Latko Wealth Management * inv rel * at reported business location(s) * 140 hours per month/32 hours during securities trading 2) 5/21/2018 - Latko Financial Group, LTD. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/14/2016 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-01 |
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