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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-11-19
  • FL RA
    APPROVED
    Since 2009-11-19

Branch Locations

Yorkville, IL • United States

Fort Pierce, FL • 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
Berger Toombs Elam Gaines & Frank, Cpas, Llc Fort Pierce FL 06/2004 05/2025
Gwn Securities, Inc Palm Beach Gardens FL 10/2009 Present
Latitude Advisors, Llc Vero Beach FL 11/2009 Present
  • 06/2004 → 05/2025
    Berger Toombs Elam Gaines & Frank, Cpas, Llc
    Fort Pierce, FL
  • 10/2009 → Present
    Gwn Securities, Inc
    Palm Beach Gardens, FL
  • 11/2009 → Present
    Vero Beach, FL
Previous Registrations
  • 2002-01-18 → 2009-11-12
    Medallion Advisory Services, Llc
    Fort Pierce, FL
Other Businesses

LATITUDE ADVISORS, LLC POSITION: ADVISOR NATURE: INVESTMENT ADVISORY SERVICES INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 06/15/2001 ADDRESS: 9528 LAURELWOOD CT, FT PIERCE FL 34951 DESCRIPTION: INVESTMENT ADVISORY SERVICES J W GAINES & ASSOCIATES, CHTD POSITION: PRESIDENT NATURE: CPA FIRM. SEE ABOVE INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 08/15/2001 ADDRESS: 600 CITRUS AVE, STE 200, FT PIERCE FL 34950 DESCRIPTION: THIS COMPANY OWNS 20% OF BERGER TOOMBS ELAM GAINES & FRANK, CPAS, PL. NO REAL ACTIVITY AS ALL WORK IS PERFORMED AS BERGER TOOMBS ELAM GAINES & FRANK. LAWNWOOD REGIONAL MEDICAL CENTER POSITION: BOARD MEMBER NATURE: LOCAL HOSPITAL INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 07/15/2001 ADDRESS: 1700 S 23RD ST, FT PIERCE FL 34947 DESCRIPTION: VOLUNTERR MEMBER OF BOARD OF TRUSTEES BACKUS SCHOLARSHIP FUND, INC POSITION: President NATURE: Nonprofit organization for awarding scholarships INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: 600 Citrus Ave, Ste 200, Fort Pierce FL 34950, United States DESCRIPTION: Send letters to high school guidance counselors. Collect scholarship applications. Serve on 5 man committee that awards scholarships. i will prepare 990 tax return free of charge.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-27
  • S66 Uniform Combined State Law Examination
    1999-10-27

View on SEC IAPD

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