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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-20 |
| SC | RA | APPROVED | 2010-01-05 |
Branch Locations
98 Pacolet St, Tryon, NC 28782 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Landrum | SC | 11/2003 | Present |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 01/2010 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 01/2010 | Present |
1. 01/01/2004 TO PRESENT - FOOTHILLS FINANCIAL GRP. 98 PACOLET ST TRYON, NC 28782; TITLE-OWNER; DUTIES-INSURANCE SALES; TIME SPENT-45%; COMPENSATED BY COMMISSIONS. 2. LATITUDE ADVISORS, LLC - 01/2010 - IA REP - COMPENSATED BY FEES - 25% 3. FOOTHILLS FINANCIAL GROUP POSITION: INSURANCE AGENT. NATURE: SELLING FIXED ANNUITIES, LIFE INSURANCE, LONG-TERM CARE INSURANCE, MEDICARE SUPPLEMENT INSURANCE. INVESTMENT RELATED: NO NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 2 START DATE: 06/01/1995 ADDRESS: 920 E. RUTHERFORD ST., UNIT B, LANDRUM SC 29356 DESCRIPTION: SALE AND SERVICE OF FIXED INSURANCE PRODUCTS. 4. PALMETTO TAX CENTERS, LLC POSITION: Owner NATURE: Tax planning, tax preparation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2019 ADDRESS: 100 Edgewood Ave., Landrum SC 29356, United States DESCRIPTION: Advanced income tax planning and income tax preparation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-02 |
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