Alec Mitchel Katon

Current Employers

Employment History

• 04/2026 → Present
  Lat Wealth Financial Advisors
  Clearwater, FL
• 04/2026 → Present
  Florida Financial Advisors
  Clearwater, FL
• 03/2026 → 04/2026
  Iten Industries
  Ashtabula, OH
• 06/2023 → 02/2026
  Sheldon Calvary Camp
  Conneaut, OH
• 07/2022 → 08/2022
  Ashtabula County Roads And Bridges Dept
  Jefferson, OH
• 06/2022 → 08/2022
  Maple Ridge Golf Course
  Ashtabula, OH
• 06/2021 → 08/2021
  Cottage Gardens
  Perry, OH
• 06/2020 → 06/2020
  Iten Industries
  Ashtabula, OH
• 07/2020 → 08/2020
  Doordash
  Ashtabula, OH
• 08/2016 → 05/2020
  Edgewood Senior Highschool
  Ashtabula, OH
• 08/2020 → 05/2021
  Thiel College
  Greenville, PA
• 08/2021 → 05/2022
  Thiel College
  Greenville, PA
• 08/2022 → 05/2023
  Thiel College
  Greenville, PA
• 08/2023 → 05/2024
  Thiel College
  Greenville, PA
• 08/2024 → 08/2025
  Thiel College
  Greenville, PA

Other Businesses

o 1) Florida Financial Advisors. Investment Related.5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities o 2) Lat Wealth Financial Advisors. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial planning and wealth management marketing entity. Does not provide investment advisory services. Advisory services are offered through Florida Financial Advisors, LLC. Start Date: 04/2026.. Hours per Month: 160. Hours per Month During Trading Hours: 160. Marketing activities; no advisory services conducted through this entity. o 3) Latitude Insurance Agency Services. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Insurance agency. Licensed insurance agency engaged in the sale of fixed insurance products. Position: Independent Contractor. 04/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales. o 4) Florida Financial Insurance, LLC. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Licensed insurance agency engaged in the sale of insurance products, including fixed and fixed indexed annuities and life insurance. Position: Independent Contractor. 04/2026.. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-24