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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-01-12
  • MD RA
    APPROVED
    Since 2023-01-12

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 08/1995 Present
Gwn Securities, Inc. Palm Beach Gardens FL 10/2009 Present
Latitude Advisors, Llc Vero Beach FL 11/2009 Present
  • 08/1995 → 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
Previous Registrations
  • 2003-08-08 → 2009-11-10
    Medallion Advisory Services, Llc
    Lavale, MD
Other Businesses

1. 1999 - PRESENT - INDEPENDENT INSURANCE AGENT, LAVALE, MD 5 HOURS/MONTH - INVESTMENT RELATED. 2. 10/2009 - PRESENT - LATITUTDE ADVISORS, LLC, VERO BEACH, FL - INVESTMENT ADVISOR REP, 20 HOURS/MONTH - INVESTMENT RELATED. 3. 1995 - PRESENT - FIKE, CONNER AND ASSOCIATES, P.A., LAVALE, MD PRINCIPAL & CPA, ACCOUNTING DUTIES - 45 HOURS/WEEK. 4. 10/2008 - PRESENT, NATIONAL HIGHWAY PROPERTIES, LLC, PARTNER - COMMERCIAL REAL ESTATE MANAGEMENT, 2 HOURS/MONTH 5. 1999 - PRESENT, NEW MILLENNIUM FINANCIAL SERVICES, INC., LAVALE, MD PRINCIPAL & ADMINISTRATIVE DUTIES, CLEARING CO FOR COMMISSIONS, 1 HOUR/WEEK 6. 2009 - PRESENT, PEA RIDGE FARMS, LONACONING, MD GENERAL PARTNER IN BEEF FARM OPERATIONS, 10 HOURS/WEEK MOUNT ZION UNITED METHODIST CHURCH POSITION: Financial secretary NATURE: See 8. Financial secretary for the church and does the accounting for the church and approves a budget for the church. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 17543 National Pike, Frostburg MD 21532 DESCRIPTION: I am the financial secretary for the church which reviews and overseesthe accounting for the church and adopts and approves budgets. I have no signature authority over any accounts. I will help the treasurer count the offering after church services. CITIZENS RIGHTS & HERITAGE GROUP, INC. POSITION: President NATURE: Small nonprofit organization that is concerned about the publics use of Maryland State public lands for any and all recreational purposes. Membership oriented organization. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2007 ADDRESS: 113 National Highway, LaVale MD 21502 DESCRIPTION: I am the president of this small nonprofit organization and preside over meetings. GARRETT COUNTY DEPT OF PLANNING AND LAND MANAGEMENT POSITION: Vice chairperson NATURE: It is not a business and does not conduct any business activites. It is an arm of the Garrett County government. I am a member of the Garrett County Planning Commission and was appointed by the Garrett County Commissioners. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2012 ADDRESS: 203 South 4th Street, Oakland MD 21550 DESCRIPTION: I am an appointed member to the Garrett County Planning Commission. The Planning Commission has monthly meetings concerning the County's land management. We review zoning appeals, approve or disapprove variances, review major subdivisions, and other land management issues.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-11
S63 Uniform Securities Agent State Law Examination 2000-10-09
  • S65 Uniform Investment Adviser Law Examination
    2002-10-11
  • S63 Uniform Securities Agent State Law Examination
    2000-10-09

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