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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

4841 Sawyer Pine Road, Sarasota, FL 34233 • 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
William C. Conte, Inc. Sarsota FL 01/1986 Present
Sarasota Bay License Training Center Bradenton FL 11/1997 Present
Gwn Securities Inc. Palm Beach Gardens, FL 10/2009 Present
Latitude Advisors, Inc. Vero Beach FL 11/2009 Present
  • 01/1986 → Present
    William C. Conte, Inc.
    Sarsota, FL
  • 11/1997 → Present
    Sarasota Bay License Training Center
    Bradenton, FL
  • 10/2009 → Present
    Gwn Securities Inc.
    Palm Beach Gardens,, FL
  • 11/2009 → Present
    Latitude Advisors, Inc.
    Vero Beach, FL
Previous Registrations
  • 2002-01-18 → 2009-11-12
    Medallion Advisory Services, Llc
    Sarasota, FL
Other Businesses

INDEPENDENT LIFE INSURANCE AGENT: SELLING LIFE, HEALTH AND DISABILITY INCOME. LATITUDE ADVISORS, LLC VERO BEACH, FL - INVESTMENT ADVISOR REP WILLIAM CONTE DIVE TRAINING POSITION: INSTRUCTOR, TRAINER NATURE: RECREATIONAL SPORT DIVING AND RELATED ACTIVITIES. INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 05/08/2012 ADDRESS: 4841 SAWYER PINE ROAD, SARASOTA FL 34233 DESCRIPTION: TEACH EMERGENCY FIRST RESPONDER CPR FIRST AID AND USE OF THE AED IN EMERGENCY SITUATIONS, OXYGEN FIRST AID USES , AND ADVANCED SCUBA DIVER AND INSTRUCTOR ??TRAINING. TRUE FREEDOM HOME HEALTH CARE PLANS POSITION: Sales NATURE: Home health care services. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2021 ADDRESS: 8250 Brian Dairy Rd, Largo FL 33777, United States DESCRIPTION: Show video fill out or help fill out forms. Submit to company. WILLIAM CONTE FINANCIAL SERVICES, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-20
S63 Uniform Securities Agent State Law Examination 1999-12-13
  • S65 Uniform Investment Adviser Law Examination
    2000-07-20
  • S63 Uniform Securities Agent State Law Examination
    1999-12-13
Other Names
  • Bill Conte

View on SEC IAPD

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