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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-14 |
Branch Locations
225 Franklin Street 26Th Floor, Boston, MA 02110 • United States
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2023 | 03/2024 |
| Unemployed | Hopkinton | MA | 05/2023 | 09/2023 |
| Boston College, Morrissey College Of Arts And Sciences | Chestnut Hill | MA | 08/2019 | 05/2023 |
| Hub Security | Boston | MA | 05/2022 | 08/2022 |
| The Country Club | Chestnut Hill | MA | 05/2022 | 08/2022 |
| The Country Club | Chestnut Hill | MA | 05/2021 | 08/2021 |
| Saint Joseph's Preparatory School | Philadelphia | PA | 09/2015 | 05/2019 |
| 3Edge Asset Management, Lp | Naples | FL | 04/2024 | Present |
| Vigilant Distributors Llc | Chadds Ford | PA | 11/2024 | Present |
Kevin Latu is registered with 3Edge Asset Management, LP, a SEC Registered Investment Advisor and Vigilant Distributors, LLC, an unaffiliated Broker Dealer.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
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