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RIA / WealthAdvisor44 years in industry

JAMES EDWARD LATIOLAIS

Advisor at LIFESTYLE ASSET MANAGEMENT, INC.

FRIENDSWOOD, TX

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Search this name across graphsid dfx:ria:e4b03b13-a179-9b43-cb46-c38fba4bfe81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2013 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: LIFESTYLE ASSET MANAGEMENT, INC.
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 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 13, 1986
First registration: Jan 25, 2013
Dual registered: no
IAPD individual key: 1409028

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
LIFESTYLE ASSET MANAGEMENT, INC.	Independent wealth	Sep 30, 2022	n/a	yes	FRIENDSWOOD, TX	Current employment
INVICTA FINANCIAL GROUP	Independent wealth	Aug 14, 2020	Aug 15, 2022	no	Houston, TX\|YUMA, AZ	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jan 4, 2017	Jul 2, 2020	no	HOUSTON, TX\|BOERNE, TX\|HOUSTON, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jan 25, 2013	Jan 3, 2017	no	HOUSTON, TX	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
INVICTA FINANCIAL GROUP	LIFESTYLE ASSET MANAGEMENT, INC.	Aug 15, 2022	Sep 30, 2022	46	Firm change	RIA to RIA
CETERA ADVISOR NETWORKS LLC	INVICTA FINANCIAL GROUP	Jul 2, 2020	Aug 14, 2020	43	Firm change	Ibd to RIA
FSC SECURITIES CORPORATION	CETERA ADVISOR NETWORKS LLC	Jan 3, 2017	Jan 4, 2017	1	Firm change	Other

Relationships

Registered with (4)

→ LIFESTYLE ASSET MANAGEMENT, INC.Registered adviserregistration: current employment
Sep 30, 2022 to presentfactForm ADV
→ INVICTA FINANCIAL GROUPRegistered adviserregistration: previous registration
Aug 14, 2020 to Aug 15, 2022factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jan 4, 2017 to Jul 2, 2020factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jan 25, 2013 to Jan 3, 2017factForm ADV

Dated events

Occurred
Aug 15, 2022
Advisor changed firm
James Edward Latiolais left Invicta Financial Group for Lifestyle Asset Management, Inc. (registered 2022-09-30)
Form ADVobserved 6 days ago