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Advisor at LATITUDE INVESTMENT GROUP
ALPHARETTA, GA | HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LATITUDE INVESTMENT GROUP | State registered | Jun 27, 2025 | n/a | yes | HOUSTON, TX|ALPHARETTA, GA | Current employment |
| DIVERGENT CAPITAL ASSET MANAGEMENT LLC | State registered | Oct 1, 2024 | Mar 28, 2025 | no | PALM BEACH GARDENS, FL|Houston, TX | Previous registration |
| ATLAS FINANCIAL ADVISORS, INC. | Former SEC adviser | Dec 17, 2019 | Sep 25, 2024 | no | Houston, TX|OROVILLE, CA | Previous registration |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | Independent wealth | Sep 7, 2017 | Mar 18, 2020 | no | Houston, TX | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Jun 14, 2016 | Aug 25, 2017 | no | HOUSTON, TX | Previous registration |
| BFC PLANNING, INC. | Bd affiliated wealth | Aug 29, 2014 | Jun 15, 2016 | no | HOUSTON, TX|CEDAR RAPIDS, IA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Apr 20, 2005 | Sep 5, 2014 | no | GOLD RIVER, CA|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERGENT CAPITAL ASSET MANAGEMENT LLC | LATITUDE INVESTMENT GROUP | Mar 28, 2025 | Jun 27, 2025 | 91 | Firm change | Other |
| ATLAS FINANCIAL ADVISORS, INC. | DIVERGENT CAPITAL ASSET MANAGEMENT LLC | Sep 25, 2024 | Oct 1, 2024 | 6 | Firm change | RIA to state RIA |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | ATLAS FINANCIAL ADVISORS, INC. | Mar 18, 2020 | Dec 17, 2019 | -92 | Firm change after gap | RIA to RIA |
| SECURITIES AMERICA ADVISORS, INC. | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | Aug 25, 2017 | Sep 7, 2017 | 13 | Firm change | Other |
| BFC PLANNING, INC. | SECURITIES AMERICA ADVISORS, INC. | Jun 15, 2016 | Jun 14, 2016 | -1 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | BFC PLANNING, INC. | Sep 5, 2014 | Aug 29, 2014 | -7 | Firm change | Other |