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Trevor Latulas

14 Years of Experience
Miami, FL
BrokerSells Insurance

Trevor Latulas is a registered investment advisor, based in Miami, FL, with 14 years of industry experience.

Location

1871 NW South River Dr, #1002, Miami, FL, 33125

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Trevor owns Latulas Holding Corp for expense purposes and surveys, dedicating minimal time. He is also a registered agent for B. Riley Wealth Insurance, selling insurance products and spending minimal time on it. Additionally, Trevor is an employee of Aisha Holding Corp, a business expense corporation, but has no duties or compensation.

Employment History
Current Registrations
B. Riley Wealth Management
July 2022 - Present · 3 yrs 10 mos
B. Riley Wealth ManagementBroker
July 2022 - Present · 3 yrs 10 mos
B. Riley Wealth Advisors, INC.
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
National Securities CorporationBroker
November 2012 - July 2022 · 9 yrs 8 mos
Vfinance Investments, INCBroker
September 2011 - December 2012 · 1 yr 3 mos
State Registrations19 states
ALCAFLGAKSLAMDMIMONCNJNVNYOKPASCTXUTVirgin Islands
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.