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Latitude Advisors, LLC CRD 151001
$567M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-11-02 |
Branch Locations
3570 Hamilton Blvd Suite 202, Allentown, PA 18103 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lang, Faylor, Chomo & Company P.C. | Allentown | PA | 01/2001 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 10/2009 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 11/2009 | Present |
1991 TO PRESENT - MARSAN ENTERPRISES 4485 LINDA LANE, EMMAUS, PA 18049 (PARTNER) COLLECT RENTS, NO COMPENSATION 01/2001 TP PRESENT - SATORI, LTD (BOARD OF DIRECTORS MEMBER)ACTIVITY 1%; NO COMPENSATION 01/1999 TO PRESENT - ASSOC FOR THE BLIND & VISONARY IMPAIRED OF LEHIGH COUNTY (VP PF BOARD OF DIRECTORS), ACTIVITY 2%; NO COMPENSATION. 03/2005-PRESENT; LANG FAYLOR CHOMO & CO, PC; 3570 HAMILTON BLVD. SUITE 202, ALLENTOWN PA 18104; CPA; ACCOUTING & TAXATION; 50% OF TIME; SALARY AND BONUS. LATITUDE ADVISORS,LLC POSITION: RIA NATURE: REGISTERED INVESTMENT ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 11/01/2009 ADDRESS: 3570 HAMILTON BLVD, SUITE 202, ALLENTOWN PA 18103 DESCRIPTION: MONITOR INVESTMENTS MARTIN LANG, INS. AGENT POSITION: AGENT NATURE: SALE OF LIFE INSURANCE, LONG TERM CARE INSURANCE AND ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2003 ADDRESS: 3570 HAMILTON BLVD, SUITE 202, ALLENTOWN PA 18103 DESCRIPTION: EVALUATION OF INSURANCE NEEDS SIGHTS FOR HOPE ENDOWMENT FOUNDATION POSITION: PRESIDENT NATURE: NON PROFIT 501(C)3 INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 3 START DATE: 01/01/2012 ADDRESS: 845 WEST WYOMING STREET, ALLENTOWN PA 18103 DESCRIPTION: BOARD OF DIRECTORS / PRESIDENT CPA POSITION: Advisor NATURE: Review Financials. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2018 ADDRESS: 3570 Hamilton Blvd, Suite 202, Allentown PA 18103, United States DESCRIPTION: Review funds. Make recommendations. Make distributions when needed. No additional funds will be added to these holdings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-12 |
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