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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-08-10 |
| TX | RA | APPROVED_RES | 2019-01-24 |
| SC | RA | APPROVED | 2018-11-02 |
Branch Locations
310 Arlington Ave Unit 308, Charlotte, NC 28203 • United States
1118 Savannah Highway Suite A, Charleston, SC 29407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 05/2017 |
| Sii | Charleston | SC | 05/2017 | 11/2018 |
| Osaic Wealth, Inc. | Charleston | SC | 11/2018 | Present |
1. LATTO AND ASSOCIATES, INC. POSITION: Insurance Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2017 ADDRESS: 1118 Savannah Hwy, Suite A, Charleston SC 29407, United States DESCRIPTION: Sell Insurance products 2. LATTO AND ASSOCIATES, INC. POSITION: Chief Technology Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2017 ADDRESS: 1118 Savannah Hwy, Suite A, Charleston SC 29407, United States DESCRIPTION: Help update website, LinkedIn, Planning Software 3. LATTO AND ASSOCIATES, INC. POSITION: Financial Advisor NATURE: Corporation, I am affiliated with this corporation to advertise and market myself for my securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2017 ADDRESS: 1118 Savannah Hwy, Suite A, Charleston SC 29407, United States DESCRIPTION: Assist clients with financial, investment and insurance planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-22 |
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