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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-19 |
Branch Locations
28-41 Steinway Street, Astoria, NY 11103 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-29 |
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