Best Investors Account Sign in

Laticia Bourne

Charles Schwab & Co., Inc.

New York City, NY

CRD 7097915

Claim This Profile
Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-27
NY RA APPROVED 2024-03-29
  • NJ RA
    APPROVED
    Since 2026-08-27
  • NY RA
    APPROVED
    Since 2024-03-29

Branch Locations

60 E 42Nd St Ground Floor, New York City, NY 10165-0007 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 04/2019 07/2021
Jpmorgan Chase Bank, N.A. New York NY 12/2015 07/2021
Equitable Advisors, Llc New York NY 08/2021 05/2023
Charles Schwab & Co., Inc New York City NY 05/2023 Present
Charles Schwab Bank Ssb New York City NY 05/2023 Present
  • 04/2019 → 07/2021
    J.P. Morgan Securities Llc
    New York, NY
  • 12/2015 → 07/2021
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 08/2021 → 05/2023
    Equitable Advisors, Llc
    New York, NY
  • 05/2023 → Present
    Charles Schwab & Co., Inc
    New York City, NY
  • 05/2023 → Present
    Charles Schwab Bank Ssb
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-29
S63 Uniform Securities Agent State Law Examination 2019-07-25
  • S66 Uniform Combined State Law Examination
    2024-03-29
  • S63 Uniform Securities Agent State Law Examination
    2019-07-25
Other Names
  • Laticia Tiffany Bourne
  • Laticia Bourne
  • Laticia T Bourne
  • Laticia Tiffany Alisha Bourne

View on SEC IAPD

Nearby Firms

HIGHTOWER ADVISORS, LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Nearby Investors

JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston

Nearby Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

More in New York City, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor