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RIA / WealthAdvisor33 years in industry

JOHN JOSEPH VERRENGIA

Advisor at LATTANZI FINANCIAL SERVICES LLC

REVERE, MA

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Search this name across graphsid dfx:ria:c0925cfe-9591-363e-a71b-2477a5e02383

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 28, 1996 to Sep 14, 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: LATTANZI FINANCIAL SERVICES LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 9, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 9, 1992
First registration: Jul 28, 1996
Dual registered: no
Other names: JOHN J VERRENGIA
IAPD individual key: 2272793

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
LATTANZI FINANCIAL SERVICES LLC	State registered	Oct 25, 2022	n/a	yes	REVERE, MA	Current employment
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Nov 3, 2017	Oct 7, 2022	no	Revere, MA	Previous registration
HERITAGE WEALTH MANAGEMENT	Independent wealth	Nov 2, 2012	Sep 28, 2017	no	WOBURN, MA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jun 16, 2005	Dec 31, 2011	no	MEDFORD, MA\|LYNNFIELD, MA\|REVERE, MA\|REVERE, MA\|MARBLEHEAD, MA	Previous registration
EASTERN POINT ADVISORS INC.	n/a	Jul 28, 1996	Jun 16, 2005	no	REVERE, MA	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
INTEGRATED WEALTH CONCEPTS LLC	LATTANZI FINANCIAL SERVICES LLC	Oct 7, 2022	Oct 25, 2022	18	Firm change	RIA to state RIA
HERITAGE WEALTH MANAGEMENT	INTEGRATED WEALTH CONCEPTS LLC	Sep 28, 2017	Nov 3, 2017	36	Firm change	Other
INVESTORS CAPITAL ADVISORY	HERITAGE WEALTH MANAGEMENT	Dec 31, 2011	Nov 2, 2012	307	Firm change	Other
EASTERN POINT ADVISORS INC.	INVESTORS CAPITAL ADVISORY	Jun 16, 2005	Jun 16, 2005	0	Firm change	Other

Relationships

Registered with (5)

→ LATTANZI FINANCIAL SERVICES LLCRegistered adviserregistration: current employment
Oct 25, 2022 to presentfactForm ADV
→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: previous registration
Nov 3, 2017 to Oct 7, 2022factForm ADV
→ HERITAGE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 2, 2012 to Sep 28, 2017factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jun 16, 2005 to Dec 31, 2011factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
Jul 28, 1996 to Jun 16, 2005factForm ADV

Dated events

Occurred
Oct 7, 2022
Advisor changed firm
John Joseph Verrengia left Integrated Wealth Concepts Llc for Lattanzi Financial Services Llc (registered 2022-10-25)
Form ADVobserved 6 days ago