RIA Intelligence

MARTIN D. PARLATO & ASSOCIATES, INC.

Legal name: LIGHTHOUSE RETIREMENT

CRD #147403 SEC #801-120237 JACKSONVILLE, FL 772-299-7169
SEC Registered
Total AUM
$211.9M
Discretionary
$211.3M
Employees
1
Clients
0
Accounts
391

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
PARLATO, MARTIN, DOUGLASIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

FL GA SC

Address

12724 GRAN BAY PKY.
#453
JACKSONVILLE, FL 32258
United States
Phone: 772-299-7169