Joseph Anthony Latona

Current Employers

Employment History

• 10/2013 → Present
  Lpl Financial Llc
  Manchester, NH
• 09/2015 → Present
  Goldfinch Financial, Inc.
  Manchester, NH

Previous Registrations

• 2011-08-29 → 2013-11-07
  New England Securities
  Exeter, NH
• 2011-10-04 → 2013-11-01
  Mariner
  Overland Park,, KS

Other Businesses

1. 10/30/2013: Goldfinch Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 20% - Agent - Fixed Life/Annuities, DI, LTC, Dental, Group benefits, medicare supplements/advantage/drug coverage. 2. 10/30/2013: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Time Spent 1% - Notary - notarized docs. 3. 11/17/2015: Goldfinch Financial, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 11/01/2014 - 5 Hours Per Month/3 Hours During Securities Trading - Offer hourly consulting and fee based plans and us the RIA name as branding. 4. 2/8/2016 - Goldfinch Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 01/20/2016 - 80 Hours Per Month During Securities Trading. 5. 4/9/2021 - 21 College Road Property - Investment Related - 21 College Road, Manchester, NH 03102 - Real Estate Rental - Started 2020 - Property in Family Trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-30
• S63 Uniform Securities Agent State Law Examination
  2005-09-17

Designations