DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Daniel Joseph Lattarulo

Advisor at VOYA FINANCIAL ADVISORS, INC.

Richmond, VA | Norfolk, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f256f2cf-1b7f-03fc-774c-995e81904872

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Aug 28, 2013 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: VOYA FINANCIAL ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 21, 2013
First registration: Aug 28, 2013
Dual registered: yes, broker-dealer
Other names: Dan Lattarulo
IAPD individual key: 6187703

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
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 2, 2025	n/a	yes	Norfolk, VA\|Richmond, VA	Current employment
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	May 19, 2023	Jan 13, 2025	no	WASHINGTON, DC\|NORFOLK, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 11, 2020	May 16, 2023	no	Norfolk, VA\|WILLIAMSBURG, VA\|NEW YORK, NY\|NORFOLK, VA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 20, 2018	Jul 17, 2020	no	NORFOLK, VA\|NORFOLK, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jul 26, 2017	May 22, 2018	no	Virginia Beach, VA	Previous registration
TULL FINANCIAL GROUP, INC.	Independent wealth	Apr 11, 2016	Oct 16, 2017	no	CHESAPEAKE, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 4, 2014	Apr 4, 2016	no	NORFOLK, VA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Aug 28, 2013	Aug 27, 2014	no	PORTSMOUTH, VA\|LYNNFIELD, 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
MISSIONSQUARE RETIREMENT	VOYA FINANCIAL ADVISORS, INC.	Jan 13, 2025	Jan 2, 2025	-11	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MISSIONSQUARE RETIREMENT	May 16, 2023	May 19, 2023	3	Firm change	Other
TRUIST ADVISORY SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 17, 2020	Aug 11, 2020	25	Firm change	Ibd to wirehouse
MORGAN STANLEY	TRUIST ADVISORY SERVICES, INC.	May 22, 2018	Jun 20, 2018	29	Firm change	Wirehouse to ibd
TULL FINANCIAL GROUP, INC.	MORGAN STANLEY	Oct 16, 2017	Jul 26, 2017	-82	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	TULL FINANCIAL GROUP, INC.	Apr 4, 2016	Apr 11, 2016	7	Firm change	Other
INVESTORS CAPITAL ADVISORY	UBS FINANCIAL SERVICES INC.	Aug 27, 2014	Sep 4, 2014	8	Firm change	Other

Relationships

Registered with (8)

→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
May 19, 2023 to Jan 13, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 11, 2020 to May 16, 2023factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 20, 2018 to Jul 17, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 26, 2017 to May 22, 2018factForm ADV
→ TULL FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 11, 2016 to Oct 16, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 4, 2014 to Apr 4, 2016factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Aug 28, 2013 to Aug 27, 2014factForm ADV

Dated events

Occurred
Jan 13, 2025
Advisor changed firm
Daniel Joseph Lattarulo left Missionsquare Retirement for Voya Financial Advisors, Inc. (registered 2025-01-02)
Form ADVobserved 6 days ago
Occurred
May 16, 2023
Advisor changed firm
Daniel Joseph Lattarulo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Missionsquare Retirement (registered 2023-05-19)
Form ADVobserved 6 days ago