DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Timothy Gerard Hermesch

Latitude Investment Groupstate registeredAlpharetta, Ga IA-onlyIAPD 1732361

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Timothy Gerard Hermsch

At current firm

1 y

since Jun 27, 2025

In the industry

39 y

since Feb 1, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Latitude Investment Group state registered current
since Jun 27, 2025 · Houston, Tx
Divergent Capital Asset Management LLC state registered
Oct 1, 2024 to Mar 28, 2025 · Palm Beach Gardens, Fl
Atlas Financial Advisors, Inc. former
Dec 17, 2019 to Sep 25, 2024 · Houston, Tx
Financial Gravity Asset Management, Inc. independent RIA
Sep 7, 2017 to Mar 18, 2020 · Houston, Tx
Securities America Advisors, Inc. former
Jun 14, 2016 to Aug 25, 2017 · Houston, Tx
Bfc Planning, Inc. BD affiliated
Aug 29, 2014 to Jun 15, 2016 · Houston, Tx
Transamerica Financial Advisors, LLC BD affiliated
Apr 20, 2005 to Sep 5, 2014 · Gold River, Ca

Moves

a registration end followed by a registration begin elsewhere

Divergent Capital Asset Management LLC to Latitude Investment Group
left Mar 28, 2025, registered Jun 27, 2025 (91 days) · Other
Atlas Financial Advisors, Inc. to Divergent Capital Asset Management LLC
left Sep 25, 2024, registered Oct 1, 2024 (6 days) · RIA to a state-registered adviser
Financial Gravity Asset Management, Inc. to Atlas Financial Advisors, Inc.
left Mar 18, 2020, registered Dec 17, 2019 (-92 days) · RIA to RIA
Securities America Advisors, Inc. to Financial Gravity Asset Management, Inc.
left Aug 25, 2017, registered Sep 7, 2017 (13 days) · Other
Bfc Planning, Inc. to Securities America Advisors, Inc.
left Jun 15, 2016, registered Jun 14, 2016 (-1 days) · Other
Transamerica Financial Advisors, LLC to Bfc Planning, Inc.
left Sep 5, 2014, registered Aug 29, 2014 (-7 days) · Other

Signals

Timothy Gerard Hermesch left Divergent Capital Asset Management Llc for Latitude Investment Group (registered 2025-06-27)
Mar 28, 2025 · Advisor changed firm · fact
Timothy Gerard Hermesch left Atlas Financial Advisors, Inc. for Divergent Capital Asset Management Llc (registered 2024-10-01)
Sep 25, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address