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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 |
01/2001-PRESENT; LANG, FAYLOR, CHOMO & COMPANY, PC; 3570 HAMILTON BOULEVARD, SUITE 202, ALLENTOWN PA 18103; CPA; ACCOUNTING & TAXATION; 73% OF TIME; SALARY & BONUS. 01/2001-PRESENT; INDEPENDENT INSURANCE AGENT; 3570 HAMILTON BOULEVARD, SUITE 202, ALLENTOWN, PA 18103; FIXED INSURANCE & ANNUITIES; 22% OF TIME; COMMISSION. 01/2001-PRESENT; LATITUDE ADVISORS, LLC; INVESTMENT ADVISOR REPRESENTATIVE; 3570 HAMILTON BOULEVARD, SUITE 202, ALLENTOWN, PA 18103; INVESTMENT ADVICE; 5% OF TIME; FEES. TRUSTEE POSITION: Trustee NATURE: The nature of the business is that I will be a trustee for the benefit of a former client's funds for the benefit of his son. Duties would be manage the trust investment and carrying out the duties of the trustee such as making appropriate distributions filing income tax returns, etc. as required according to the trust document. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2021 ADDRESS: 3570 Hamilton Boulevard, Suite 202, Allentown PA 18103, United States DESCRIPTION: I will be becoming the trustee for a trust of a former client for the benefit of his son as beneficiary. The son has claimed IRA accounts where he personally was named as beneficiary as opposed to the trust for his benefit. Once I am approved to become trustee I will begin accumulating the appropriate funds in a brokerage account with TD Ameritrade and managing the investments and carrying on the duties of the trust. I have notified the beneficiary that upon approval as trustee, any accounts that he claimed as inherited would have to leave my representation due to the conflict of interest. The beneficiary has agreed upon my approval as trustee that he will transfer his Inherited IRA to alleviate any conflict of interest. CO-EXECUTOR POSITION: Co-Executor NATURE: I will be a co-executor of an estate for a former client to assist in gathering estate assets and getting them transferred to a Testamentary Trust INVESTMENT RELATED: Is Not Investment Related NUMBER OF HOURS: 6 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, START DATE: 2023-05-18 ADDRESS: 3570 Hamilton Boulevard, Suite 202, Allentown, PA, 18103, United States COMPENSATION: Hourly Compensation DESCRIPTION: I will be assisting an estate attorney in gathering assets from a decedent's estate to get them transferred to a testamentary trust for the decedent's beneficiary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-26 |
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