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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Latitude Wealth Management | Honolulu | HI | 09/2018 | 07/2020 |
| Chaminade University Of Honolulu | Honolulu | HI | 11/2016 | 05/2018 |
| Chaminade University Of Honolulu | Honolulu | HI | 08/2015 | 05/2018 |
| Unemployed | Honolulu | HI | 06/2018 | 08/2018 |
| Cetera Advisor Networks | El Segundo | CA | 10/2018 | 07/2020 |
| Chaminade University Of Honolulu | Honolulu | HI | 10/2019 | 05/2021 |
| Unemployed | Honolulu | HI | 05/2021 | 02/2022 |
| Latitude Wealth Management | Honolulu | HI | 02/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME: LATITUDE WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: 1001 BISHOP ST., SUITE 2815, HONOLULU, HI, 96825 NATURE OF BUSINESS: INVESTMENTS AND RETIREMENT PLANS START DATE: 2/2022 POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: PROVIDE RETIREMENT PLANNING AND RETIREMENT ADVICE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-18 |
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