John Anthony Latella

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 11/2024
  Pruco Securities Llc
  Coral Gables, FL
• 09/2014 → 06/2019
  Adp
  Kendall, FL
• 08/2019 → Present
  The Prudential Insurance Company Of America
  Coral Gables, FL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Miami, FL

Previous Registrations

• 2019-10-24 → 2024-11-14
  Pruco Securities, Llc.
  West Palm Beach, FL
  West Palm Beach, FL
  Miami, FL

Other Businesses

1) 09/20/2024- Cosmopolitan Residences on South Beach- Non-Profit Board Member- The Board members are responsible for working with the Property Management Company on decisions that need to be made with respect to the operation of the building. The Board and Property Management Company have a fiduciary relationship to the Unit Owners.- Not INV Related- At Miami, FL- Start date 02/20/2024- 10 HRS MTH- 0 HRS During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-10-22
• S63 Uniform Securities Agent State Law Examination
  1999-09-03