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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-11-20
  • FL RA
    APPROVED
    Since 2009-11-20

Branch Locations

The Veneto, 3600 Red Road Suite 403, Miramar, FL 33025 • 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
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
  • 05/2004 → Present
    Sandra Rolon & Associates, Cpa, Pa
    Miramar, FL
  • 11/2009 → Present
    Vero Beach, FL
  • 11/2013 → Present
    Gwn Securities Inc
    Palm Beach Gardens, FL
Previous Registrations
  • 2004-07-09 → 2009-11-16
    Medallion Advisory Services, Llc
    Miramar, FL
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-09-17
S65 Uniform Investment Adviser Law Examination 2004-07-07
  • S63 Uniform Securities Agent State Law Examination
    2004-09-17
  • S65 Uniform Investment Adviser Law Examination
    2004-07-07
Other Names
  • Sandra Spires
  • Sandra Rolon

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