Best Investors Account Sign in
Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-01-08
  • IL RA
    APPROVED
    Since 2018-01-08

Branch Locations

143 W Chestnut St, Canton, IL 61520 • United States

Yorkville, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hocker, Fitzjarrald & Richardson, Pc Canton IL 01/1984 Present
Gwn Securities Inc. Palm Beach Gardens FL 01/2010 Present
Robert R Fitzjarrald, Cpa, Pc Canton IL 09/2014 Present
Latitude Advisors, Llc Vero Beach FL 11/2017 Present
  • 01/1984 → Present
    Hocker, Fitzjarrald & Richardson, Pc
    Canton, IL
  • 01/2010 → Present
    Gwn Securities Inc.
    Palm Beach Gardens, FL
  • 09/2014 → Present
    Robert R Fitzjarrald, Cpa, Pc
    Canton, IL
  • 11/2017 → Present
    Vero Beach, FL
Other Businesses

RENTAL REAL ESTATE POSITION: LANDLORD. NATURE: RENTAL REAL ESTATE. INVESTMENT RELATED: NO. NUMBER OF HOURS/MONTH: 4. NUMBER OF HOURS/MONTH DURING INVESTMENT TRADING HOURS: 0. START DATE: 09/17/2010. ADDRESS: 143 WEST CHESTNUT ST, CANTON IL 61520. DESCRIPTION OF DUTIES: RECEIVE RENT ON MY OFFICE BUILDING AND PAY ANY BUILDING EXPENSES. HOCKER, FITZJARRALD & RICHARDSON, PC POSITION: CPA / shareholder NATURE: CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1992 ADDRESS: 143 West Chestnut St., Canton IL 61520 DESCRIPTION: Tax and accountingservices. FIXED ANNUITIES POSITION: Shareholder / owner NATURE: Providing customers with appropriate fixed annuities to suit their specific needs and desires. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/16/2015 ADDRESS: 143 West Chestnut St, Canton IL 61520 DESCRIPTION: Assisting customers with the selection of approriate annuities. INVESTMENT ADVISORY SERVICES POSITION: IA REP - offer fee based investment advisory services to clients and prospective clients. INVESTMENT RELATED: YES NO OF HOURS: 5 DURING WORK HOURS START DATE: 11/2017 LONG PAR 3, LLC POSITION: Sole LLC member / owner NATURE: Rental real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2010 ADDRESS: 143 West Chestnut St, Canton IL 61520, United States DESCRIPTION: Receive rent on my office building and pay any building expenses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-08
S63 Uniform Securities Agent State Law Examination 1997-01-23
  • S65 Uniform Investment Adviser Law Examination
    2018-01-08
  • S63 Uniform Securities Agent State Law Examination
    1997-01-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Canton, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor