Latandra Avery
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Latandra Avery, who also goes by Latandra Chejuan Avery, Latandra Chejuan Ervin, Latandra Ervin, Latandra C Wright, was a registered financial professional .
Latandra is a previously registered financial professional and started their career in finance in 2012. Latandra had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 16, 2022 - March 28, 2024
ELECTRONIC TRANSACTION CLEARING, INC.
February 16, 2022 - June 24, 2026
APEX CLEARING CORPORATION
August 6, 2018 - February 3, 2022
CHARLES SCHWAB & CO., INC.
December 15, 2016 - July 18, 2018
AVANTAX INVESTMENT SERVICES, INC.
June 30, 2014 - November 18, 2016
APEX CLEARING CORPORATION
July 24, 2013 - May 29, 2014
FIDELITY BROKERAGE SERVICES LLC
September 13, 2012 - July 2, 2013
NATIONAL FINANCIAL SERVICES LLC
February 3, 2012 - May 22, 2012
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ELECTRONIC TRANSACTION CLEARING, INC.
CRD#: 146122 / SEC#: , 8-67790
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| APEX FINTECH SOLUTIONS INC. | OWNER | |
| BECKERMAN, JARRED | FINOP, PRINCIPAL FINANCIAL OFFICER | 6683745 |
| BRENNAN, WILLIAM ROBERT | PRESIDENT & CEO | 2447538 |
| COPPOLETTA, JAY CHRISTIAN | BOARD MEMBER | 6049053 |
| RAY, TERRY DAVID | PRINCIPAL OPERATIONS OFFICER | 5295510 |
| ROBBINS, JOHN FRANKLYN | CHIEF COMPLIANCE OFFICER | 1967073 |
| SPRINGER, CHRISTOPHER MICHAEL | CFO, CAO | 1814987 |
Disclosures
| Regulatory Event | 61 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
