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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-11-20 |
Branch Locations
The Veneto, 3600 Red Road Suite 403, Miramar, FL 33025 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandra Rolon & Associates, Cpa, Pa | Miramar | FL | 05/2004 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 11/2009 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 11/2013 | Present |
1)SANDRA ROLON & ASSOCIATES, CPA PA 3600 RED ROAD #403 MIRAMAR, FL 33025 ACCOUNTING FIRM ACCOUNTANT, EMPLOYEE 04/2004 TO PRESENT 40 HOURS PER WEEK PREPARATION OF TAX RETURNS 2)SANDRA ROLON/PROPRIETOR NOT INVESTMENT RELATED 18601 TROON DRIVE MIAMI, FL 33015 LIFE&HEALTH INSURANCE SALES, LIFE&HEALTH INSURANCE AGENT WITH THE STATE OF FL NO RELATION TO OTHER BUSINESS 02/1999 TO PRESENT 2 HOURS PER WEEK LIFE&HEALTH INSURANCE AGENT (REPARATION OF APPLICATIONS) 3) INVESTMENT ADVISOR REP WITH LATITUDE ADVISORS, LLC 10/2009 TO PRESENT 1 HOUR PER WEEK INVESTMENT APPLICATIONS 4)Rolon Financial Group, Is Investment Related, DBA, Financial Professional, 11/02/2009,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. SFR REAL ESTATE, LC NATURE: Real Estate POSITION: Owner INVESTMENT RELATED: Is Investment Related START DATE: 2007-01-14 HOURS: 5 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours ADDRESS: 3600 Red Road #403, Miramar, FL 33025 DESCRIPTION: Manage Rental income properties VENETO IN MARAMAR CONDO ASSOCIATION, INC INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "3600 Red Road, 403, Miramar, FL, 33025, United States", Board Member, Board Member, 1/1/2023, 1 hours per month, 0 hours per month during trading hours, DESCRIPTION: Board member of my office condo association
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 2004-07-07 |
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