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.

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

Oct 1, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S66

First exam

Jan 9, 2002

First registration

Apr 24, 2002

Dual registered

yes, broker-dealer

Other names

DEAN MOELLER

IAPD individual key

2724757

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bebbe1e3-7b7e-0c58-5533-ae61c578eecf

First observed

Apr 24, 2002

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.