Matthew Randal Latta

Current Employers

Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-11-19

GA RA
APPROVED

Since 2018-11-19

Branch Locations

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Iams Wealth Management, Llc	Omaha	NE	11/2018	Present
Annuity Client Solutions	Pelham	AL	01/2015	Present

11/2018 → Present

Iams Wealth Management, Llc

Omaha, NE
01/2015 → Present

Annuity Client Solutions

Pelham, AL

Other Businesses

1. Annuity Client Solutions, investment related, Atlanta, GA, Annuity Sales Agent, Insurance Agent, Start 01/2015, 100 hours per month with 100 hours per month during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-29

S65 Uniform Investment Adviser Law Examination

2018-10-29

Other Names

Matthew Latta

View on SEC IAPD

Current Employers

Iams Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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