DFX Intelligence
Advisors
Advisors registered through Latitude Advisors, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
67 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Matthew Pope dual registrant | Latitude Advisors, LLC independent RIA | Elmhurst, Il | Jul 7, 2017 | 20 y | 0 | 1 |
| Craig Thomas Preisendefer Certified Financial Planner | Latitude Advisors, LLC independent RIA | Pittsburgh, Pa | May 29, 2015 | 34 y | 1 | 1 |
| Jack Edward Radosevich dual registrant | Latitude Advisors, LLC independent RIA | Largo, Fl | Nov 20, 2009 | 41 y | 2 | 1 |
| S••••• J••• R•••• dual registrant | L••••••• A•••••••• L•• independent RIA | Miramar, Fl | Nov 20, 2009 | 22 y | 1 | 1 |
| W•••••• J••• S•••••• | L••••••• A•••••••• L•• independent RIA | Yorkville, Il | Aug 9, 2021 | 28 y | 4 | 1 |
| F•••••••• W•••••• S••••••••• Certified Financial Planner, Personal Financial Specialist · dual registrant | L••••••• A•••••••• L•• independent RIA | West Coxsackie, Ny | Aug 9, 2021 | 44 y | 3 | 1 |
| E••••• F••• S•••••• dual registrant | L••••••• A•••••••• L•• independent RIA | Yorkville, Il | Mar 14, 2024 | 31 y | 2 | 1 |
| T•••• D••••• S••••••••• dual registrant | L••••••• A•••••••• L•• independent RIA | Allentown, Pa | Oct 9, 2023 | 10 y | 0 | 1 |
| D•••• G•••• S••••••••• Certified Financial Planner · dual registrant | L••••••• A•••••••• L•• independent RIA | Schaumburg, Il | Nov 23, 2009 | 32 y | 3 | 1 |
| J••• W• S•••••• dual registrant | L••••••• A•••••••• L•• independent RIA | East Freedom, Pa | Jan 3, 2019 | 48 y | 3 | 1 |
| A•••••••• S••••••••• dual registrant | L••••••• A•••••••• L•• independent RIA | Brooklyn, Ny | May 31, 2021 | 25 y | 0 | 1 |
| R••••• S••••••••• | L••••••• A•••••••• L•• independent RIA | Yorkville, Il | Jan 5, 2010 | 30 y | 3 | 2 |
| E•••• M•••••• S••••• dual registrant | L••••••• A•••••••• L•• independent RIA | Appleton, Wi | Jul 23, 2024 | 10 y | 0 | 1 |
| D••••• W• T•••••• dual registrant | L••••••• A•••••••• L•• independent RIA | Florence, Ky | Nov 3, 2023 | 30 y | 5 | 1 |
| C•••••••• F••••• V•••••• | L••••••• A•••••••• L•• independent RIA | Yorkville, Il | Aug 26, 2021 | 41 y | 0 | 1 |
| J•••• E•••••• W••• | L••••••• A•••••••• L•• independent RIA | Washington, Dc | Jan 5, 2010 | 43 y | 1 | 2 |
| M••• C••••••••• W•••• Certified Financial Planner · dual registrant | L••••••• A•••••••• L•• independent RIA | Middleton, Ri | Dec 9, 2024 | 24 y | 5 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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