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Ronald Stanley Latin

Van Hulzen Financial Advisors

El Dorado Hills, CA

Hilton Head, SC

Liberty Wealth Management, LLC

Hilton Head Island, SC

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Current Employers
Van Hulzen Financial Advisors

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-17
  • SC RA
    APPROVED
    Since 2026-08-17

Branch Locations

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Hilton Head, SC • United States

Liberty Wealth Management, Llc

2 Corpus Christi Place Suite 200, Hilton Head Island, SC 29928 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-26
SC RA APPROVED 2022-01-25
TX RA APPROVED 2022-01-14
  • CA RA
    APPROVED
    Since 2022-01-26
  • SC RA
    APPROVED
    Since 2022-01-25
  • TX RA
    APPROVED
    Since 2022-01-14

Branch Locations

2 Corpus Christi Place Suite 200, Hilton Head Island, SC 29928 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates, Inc. Santa Ana CA 08/1994 05/2022
Liberty Capital Management, Inc. Santa Ana CA 07/1997 05/2022
Liberty Wealth Management, Llc Hilton Head SC 10/2021 Present
Van Hulzen El Dorado Hills CA 08/2026 Present
  • 08/1994 → 05/2022
    Royal Alliance Associates, Inc.
    Santa Ana, CA
  • 07/1997 → 05/2022
    Liberty Capital Management, Inc.
    Santa Ana, CA
  • 10/2021 → Present
    Liberty Wealth Management, Llc
    Hilton Head, SC
  • 08/2026 → Present
    Van Hulzen
    El Dorado Hills, CA
Previous Registrations
  • 2006-01-04 → 2022-05-18
    Osaic Wealth, Inc.
    Costa Mesa, CA
    Tustin, CA
    Newport Beach, CA
    Santa Ana, CA
    Tustin, CA
  • 2008-11-13 → 2014-12-31
    Liberty Wealth Management, Llc
    Santa Ana, CA
  • 1997-11-17 → 2009-07-01
    Liberty Capital Management, Inc.
    Santa Ana, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-08
S63 Uniform Securities Agent State Law Examination 1994-05-06
  • S65 Uniform Investment Adviser Law Examination
    1994-11-08
  • S63 Uniform Securities Agent State Law Examination
    1994-05-06
Other Names
  • Ron Latin
  • Ronald S Latin

View on SEC IAPD

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