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Matthew Todd Latham

Structured Wealth Management, Inc.

Toledo, OH

CRD 4768662

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Employer firm

Structured Wealth Management, Inc. CRD 146611

$227M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Structured Wealth Management, Inc.

2778 Centennial Road Ste A, Toledo, OH 43617 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-08-07
  • TX RA
    APPROVED
    Since 2008-08-07

Branch Locations

2778 Centennial Road Ste A, Toledo, OH 43617 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moden Communications, Inc. Keller TX 06/2001 Present
Structured Wealth Management, Inc. Keller TX 07/2008 Present
Previous Registrations
  • 2006-07-12 → 2008-07-10
    Obs Financial
    Concord, CA
Other Businesses

MODEN COMMIUNICATIONS - NON-INVESTMENT RELATED - 432 MARLIN LANE, KELLER TX. 76248 PRINT BROKER - PRESIDENT 20 HOUIRS A MONTH - SLAES PRODUCTION COORDINATION

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-03-26
S65 Uniform Investment Adviser Law Examination 2004-03-25
  • S63 Uniform Securities Agent State Law Examination
    2004-03-26
  • S65 Uniform Investment Adviser Law Examination
    2004-03-25

View on SEC IAPD

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