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

WEALTH MANAGEMENT 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

Nov 9, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

4

Current registrations

3

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63

First exam

Nov 9, 1992

First registration

Oct 29, 2010

Dual registered

yes, broker-dealer

IAPD individual key

2295579

• Occurred

  Apr 1, 2025
  Advisor changed firm

  Timothy Paul Lata left Integrated Wealth Concepts Llc for Lpl Financial Llc (registered 2024-05-28)

  Form ADVobserved 5 days ago
• Occurred

  May 17, 2023
  Advisor changed firm

  Timothy Paul Lata left Wealthcare Advisory Partners Llc for Integrated Wealth Concepts Llc (registered 2023-01-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f9767756-243c-d7c6-b874-cccda594a804

First observed

Oct 29, 2010

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.