Best Investors Account Sign in
Claim This Profile
Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-19
  • NY RA
    APPROVED
    Since 2021-08-19

Branch Locations

28-41 Steinway Street, Astoria, NY 11103 • 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
Tax Shoppe Queens NY 10/1999 Present
Gwn Securities Inc Palm Beach Garden FL 01/2010 Present
Latitude Advisors, Llc Vero Beach FL 01/2010 Present
  • 10/1999 → Present
    Tax Shoppe
    Queens, NY
  • 01/2010 → Present
    Gwn Securities Inc
    Palm Beach Garden, FL
  • 01/2010 → Present
    Vero Beach, FL
Other Businesses

1. 10/1999 TO PRESENT - TAX SHOPPE, 28-41 STEINWAY STREET, ASTORIA, NY 11103;TITLE-CPA/OFFICER;DUTIES-TAX PREPARATION AND ACCOUNTING;TIME SPENT 80%; COMPENSATED BY SALARY + FEES. 2. EDWARD P. DONNELLAN, 28-41 STEINWAY STREET, ASTORIA, NY 1110; TITLE-AGENT; DUTIES MORTGAGE CONSULTANT; TIME SPENT-2%. 3. 01/2010 TO PRESENT - LATITUDE ADVISORS, LLC - 28-41 STEINWAY STREET, ASTORIA, NY 11103; TITLE:IA REPRESENTATIVE - FEE BASED ASSET MANAGEMENT; TIME SPENT 5%; COMPENSATED VIA FEES EARNED BAND JAM IT, LLC POSITION: MEMBER NATURE: SOCIAL NETWORK WEBSITE THAT GIVES AMATEUR MUSICIANS A PLATFORM TO SHOWCASE THEIR TALLENTS THROUGH VIDEOS. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 5 MANDER LANE, EAST NORTHPORT NY 11731 DESCRIPTION: MANAGE THE WEBSITE. LINK MUSICIANS INC. POSITION: President NATURE: Social Network website that gives musicians a platform to showcase their talents through videos. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 5 MANDER LANE, E NORTHPORT NY 11731, United States DESCRIPTION: Manage the website. EDWARD P. DONNELLAN OWNER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH AND 0 DURING TRADING HOURS; ADDRESS: 28-41 STEINWAY STREET ASTORIA NY 11103; START: 01/01/2001; COMMISSION BASED; NATURE: SALES OF LIFE, HEALTH, DISABILITY INSURANCE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-29
  • S63 Uniform Securities Agent State Law Examination
    2000-08-29
Other Names
  • Edward P Donnellan
  • Edward P Donnellan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Astoria, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor