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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-11-02
  • PA RA
    APPROVED
    Since 2009-11-02

Branch Locations

3570 Hamilton Blvd Suite 202, Allentown, PA 18103 • 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
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, P.C.
    Allentown, PA
  • 10/2009 → Present
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 11/2009 → Present
    Vero Beach, FL
Previous Registrations
  • 2001-03-19 → 2009-11-05
    Medallion Advisory Services, Llc
    Allentown, PA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-26
  • S63 Uniform Securities Agent State Law Examination
    2001-02-26
Designations

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