TIMOTHY PAUL LATA is an investment adviser representative (IAR) with state registration records since 2010, appearing at 6 firms. Currently registered with WEALTH MANAGEMENT SERVICES, LLC, LPL FINANCIAL LLC, WEALTHCARE ADVISORY PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | 2025-03-31 | present | Yes |
| LPL FINANCIAL LLC | 2024-05-28 | present | Yes |
| INTEGRATED WEALTH CONCEPTS LLC | 2023-01-03 | 2025-04-01 | — |
| WEALTHCARE ADVISORY PARTNERS LLC | 2019-06-05 | 2023-05-17 | — |
| WEALTH MANAGEMENT SERVICES, LLC | 2016-12-13 | present | Yes |
| SECURITIES AMERICA ADVISORS, INC. | 2011-12-08 | 2016-06-24 | — |
| THE PROFESSIONAL ADVISOR GROUP, LLC | 2010-10-29 | 2012-05-24 | — |