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Harold Ellsworth Fike

Latitude Advisors, LLC

Lavale, MD

Yorkville, IL

CRD 3260456

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Employer firm

Latitude Advisors, LLC CRD 151001

$567M regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-01-11
  • MD RA
    APPROVED
    Since 2023-01-11

Branch Locations

113 National Highway, Lavale, MD 21052 • United States

Yorkville, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fike, Conner And Associates, P.A. La Vale MD 01/1995 Present
Gwn Securities, Inc. Palm Beach Gardens FL 10/2009 Present
Latitude Advisors, Llc Vero Beach FL 11/2009 Present
Cornerstone Baptist Church Of Cumberland, Md Cumberland MD 01/2007 Present
Cornerstone Baptist Church Cumberland MD 09/2006 Present
  • 01/1995 → Present
    Fike, Conner And Associates, P.A.
    La Vale, MD
  • 10/2009 → Present
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 11/2009 → Present
    Vero Beach, FL
  • 01/2007 → Present
    Cornerstone Baptist Church Of Cumberland, Md
    Cumberland, MD
  • 09/2006 → Present
    Cornerstone Baptist Church
    Cumberland, MD
Previous Registrations
  • 2000-01-24 → 2009-11-10
    Medallion Advisory Services, Llc
    Lavale, MD
Other Businesses

1. 08/2000 TO PRESENT - INDEPENDENT INSURANCE AGENT, LAVALE, MD 1-2 HRS WKLY 2. 10/2008 TO PRESENT - PARTNER IN NATIONAL HIGHWAY PROPERTIES, LLC, 113 NATIONAL HWY, LAVALE, MD 21502. MANAGE COMMERCIAL REAL ESTATE PROPERTY. 1 - 2 HOURS PER MONTH. PERFORM ADMINISTRATIVE DUTIES. 3. FIKE, CONNER AND ASSOCIATES, PA, 113 NATIONAL HWY, LAVALE, MD 21502 PRINCIPAL IN ACCOUNTING FIRM SINCE 1995. PERFORM ACCOUNTING DUTIES. 45 HOURS PER WEEK 4. 2000 - PRESENT - NEW MILLENNIUM FINANCIAL SERVICES, INC. 113 NATIONAL HWY, LAVALE, MD 21502 PRINCIPAL IN CORPORATION. CLEARING COMPANY FOR COMMISSIONS EARNED FOR SALE OF INVESTMENTS AND RELATED COSTS. 1 - 2 HOURS PER MONTH. PERFORM ADMINISTRATIVE DUTIES. 5. 10/2009 TO PRESENT, LATITUDE ADVISORS LLC, VERO BEACH, FL, INVESTMENT ADVISOR 1-2 HOURS WKLY 6. CORNERSTONE BAPTIST CHURCH -TREASURER POSITION: Treasurer NATURE: Non-profit Church INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2007 ADDRESS: 930 Frederick Street, Cumberland MD 21502, United States DESCRIPTION: Perform accounting services for the church including processing deposits and paying bills, and providing monthly financial reports.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-06
  • S66 Uniform Combined State Law Examination
    1999-10-06
Other Names
  • Harold Ellsworth Fike

View on SEC IAPD

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