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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

DONALD W TALBERT

Advisor at LATITUDE ADVISORS, LLC

Florence, KY | YORKVILLE, IL

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Search this name across graphsid dfx:ria:8b93b7ea-14c4-18f4-d3be-7b5305e07814

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2003 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LATITUDE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 25, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 25, 1996
First registration: Jan 24, 2003
Dual registered: yes, broker-dealer
Other names: DON TALBERT|DONALD WILLIAM TALBERT|DONALD WILLIAM TALBERT
IAPD individual key: 2610243

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LATITUDE ADVISORS, LLC	Independent wealth	Nov 3, 2023	n/a	yes	Florence, KY\|YORKVILLE, IL	Current employment
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Mar 9, 2018	Jul 31, 2018	no	Florence, KY\|Florence, KY\|Cincinnati, OH	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 1, 2015	Dec 31, 2017	no	CINCINNATI, OH\|Florence, KY	Previous registration
LATITUDE ADVISORS, LLC	Independent wealth	Jan 6, 2010	May 20, 2015	no	FLORENCE, IN\|YORKVILLE, IL\|HEBRON, KY	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Apr 13, 2006	Dec 31, 2009	no	HEBRON, KY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 24, 2003	Apr 13, 2006	no	CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONEAMERICA SECURITIES, INC.	LATITUDE ADVISORS, LLC	Jul 31, 2018	Nov 3, 2023	1,921	Firm change after gap	Ibd to RIA
MML INVESTORS SERVICES, LLC	ONEAMERICA SECURITIES, INC.	Dec 31, 2017	Mar 9, 2018	68	Firm change	Other
LATITUDE ADVISORS, LLC	MML INVESTORS SERVICES, LLC	May 20, 2015	Jul 1, 2015	42	Firm change	Other
MEDALLION ADVISORY SERVICES, LLC	LATITUDE ADVISORS, LLC	Dec 31, 2009	Jan 6, 2010	6	Firm change	Other
EQUITABLE ADVISORS, LLC	MEDALLION ADVISORY SERVICES, LLC	Apr 13, 2006	Apr 13, 2006	0	Firm change	Other

Relationships

Registered with (5)

→ LATITUDE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2010 to May 20, 2015factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Mar 9, 2018 to Jul 31, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 1, 2015 to Dec 31, 2017factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 13, 2006 to Dec 31, 2009factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 24, 2003 to Apr 13, 2006factForm ADV

Dated events

No dated event names this entity yet.