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Detailed Report
TREVOR LEE LATULAS
TREVOR LATULAS
CRD#: 5888887
IA
Investment Adviser
B
Broker
B. RILEY WEALTH ADVISORS, INC.CRD#: 115927 Miami, FL
B. RILEY WEALTH MANAGEMENTCRD#: 2543 Miami, FL
Registration History
20122014201620182020202220242026BB. RILEY WEALTH MANAGEMENT (CRD# 2543)2022 - Present (2 years)IAB. RILEY WEALTH ADVISORS, INC. (CRD# 115927)2020 - Present (4 years)BNATIONAL SECURITIES CORPORATION (CRD# 7569)2012 - 2022 (9 years)BVFINANCE INVESTMENTS, INC (CRD# 44962)2011 - 2012 (1 year)
License(s)

State Registrations

B
Alabama 7/22/2022
B
Nevada 8/16/2023
B
California 7/22/2022
B
New Jersey 7/22/2022
IA
Florida 7/13/2020
B
New York 7/22/2022
B
Florida 7/22/2022
B
North Carolina 7/22/2022
B
Georgia 7/22/2022
B
Oklahoma 7/22/2022
B
Kansas 8/4/2022
B
Pennsylvania 5/4/2023
B
Louisiana 7/22/2022
B
South Carolina 7/22/2022
B
Maryland 7/22/2022
B
Texas 7/22/2022
B
Michigan 7/22/2022
B
Utah 7/22/2022
B
Missouri 7/22/2022
B
Virgin Islands 2/13/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
B. RILEY WEALTH MANAGEMENT (CRD#:2543)
Miami, FL
Registered with this firm since 7/22/2022
IA
B. RILEY WEALTH ADVISORS, INC. (CRD#:115927)
Miami, FL
Registered with this firm since 7/13/2020
Previous Registration(s)
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B
 11/28/2012 - 07/22/2022 NATIONAL SECURITIES CORPORATION (CRD#:7569) Miami, FL
B
 09/07/2011 - 12/20/2012 VFINANCE INVESTMENTS, INC (CRD#:44962) MIAMI, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.