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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-10-22 |
| PA | RA | APPROVED | 2010-06-23 |
| TX | RA | APPROVED_RES | 2008-01-22 |
Branch Locations
600 Grant St, Pittsburgh, PA 15219 • United States
Aspen, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2006 | Present |
| Bank Of America, N.A. | Pittsburgh | PA | 05/2011 | Present |
I*31981For profit or not for profit: For-Profit OrganizationName of outside business organization: Latterman Family LPInvestment related: YAddress of business: Pittsburgh, Pennsylvania 15232Nature of business: Limited Partnership,Position, title, association: Limited PartnerStart date of relationship: 11/20/1995Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Family Limited Partnership that invests family assets in markets and some alternative investments like private equity and hedge funds (These are disclosed separately in Private Investments). I am a limited partner and have no responsibilities. I*: 1024300Entity Type: Entity For ProfitName of OBA: Latterman Family LPAddress: Pittsburgh, PAInvestment Related: NoPosition, Title, Association: Employee Start Date: 10/06/2022Number of Hours: 3 hrs annuallyNumber of Hours during trading: 0 Duties: It was created by my parents to make private equity investments for the family. We are working to wind down the partnership as investments mature and do not anticipate making new investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-08 |
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