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Advisor Services

  • Financial Planning

  • Other


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
M&T Securities 3 years, 8 months Jun 2012 - Present
M&T Bank 5 years, 3 months Nov 2010 - Present
Callaway Golf 7 years, 10 months Apr 2008 - Present
Bloomsburg University 1 year, 8 months Sep 2006 - May 2008
Frosty Valley Country Cub 4 years, 7 months Apr 2006 - Nov 2010
Original Italian Pizza 3 years, 3 months Jan 2003 - Apr 2006
Knoebels Amusement Resort 3 years, 3 months May 2002 - Aug 2005
Bloomsburg University 4 years, 3 months Sep 2001 - Dec 2005
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David Latorre?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
  • license status
  • disclosures
  • as of date
    Oct 6, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



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Types of Compensation Arrangements

  • Paid Percent Of Wrap Fee Received By Managers From Clients
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