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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taxation & Management Consultant Inc. | Flushing | NY | 01/1993 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 01/2010 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 01/2010 | Present |
1/1993 TO PRESENT - TAXATION & MANAGEMENT CONSULTANTS INC.,7517 147TH ST. FLUSHING,NY 11367;TITLE-OWNER;DUTIES-ACCOUNTING AND TAX PRACTICE;TIME SPENT-75%;COMPENSATED BY BUSINESS PROFITS. 01/2010 to PRESENT - POSITION: Investment Advisor Representative, Investment related, 5 hours per week. ADDRESS: 7517 147 Street, Flushing NY 11367 DESCRIPTION: I advise and work with clients with their investments for advisory fees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
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