William James Graham

Current Employers

Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-19

NY RA
APPROVED

Since 2021-08-19

Branch Locations

585 Stewart Ave Suite 640, Garden City, NY 11530 • 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

Organization	City	State	From	To
William J. Graham Cpa	Garden City	NY	05/1982	Present
Gwn Securities Inc	Palm Beach Gardens	FL	06/2015	Present
Latitude Advisors, Llc	Vero Beach	FL	06/2015	Present

05/1982 → Present

William J. Graham Cpa

Garden City, NY
06/2015 → Present

Gwn Securities Inc

Palm Beach Gardens, FL
06/2015 → Present

Latitude Advisors, Llc

Vero Beach, FL

Other Businesses

05/1982-PRESENT, NAME OF FIRM; WILLIAM J. GRAHAM CPA, ADD; 8411 13TH AVENUE BROKLYN, NY 11204. DUTIES; TAX ADVISOR, TITLE; CPA, HRS PER MONTH; 160, COMPENSATION BY HOURLY FEE. 06/2015-PRESENT, LATITUDE ADVISORS, 8411 13TH AVE BROOKLYN, NY 11228 DUTIES: INVESTMENT ADVISOR REP HRS PER MONTH: 20, COMPENSATION VIA FEES HARBOR FINANCIAL, INC., Is Investment Related, DBA, Financial Professional, 04/01/2010,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-05-08

S63 Uniform Securities Agent State Law Examination

2002-05-08