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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-11-19 |
Branch Locations
Fort Pierce, FL • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berger, Toombs, Elany, Gaines & Frank | Fort Pierce | FL | 06/2004 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 10/2009 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 11/2009 | Present |
6/04- PRESENT CPA FIRM - BERGER TOOMBS ELANY GAINES AND FRANK - 35/40 HOURS PER WEEK 11/09 - PRESENT LATITUDE ADVISORS, LLC - VERO BEACH, FL - INVESTMENT ADVISOR REP - 10/15 HOURS PER MONTH ADDRESS: 600 Citrus Ave, Suite 200, Fort Pierce, 34981, United States DESCRIPTION: Partner in a CPA Firm. INSURANCE AGENT POSITION: OWNER NATURE: PROVIDE LIFE INSURANCE, VARABLE, FIXED, AND INDEX ATTUITIES TO CLIENTS INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 1 START DATE: 07/15/2001 ADDRESS: 5305 PALMETTO DR, FORT PIERCE FL 34982 DESCRIPTION: PROVIDE ADVISE AND NEED FOR LIFE INSURANCE, VARABLE, FIXED, AND INDEX ATTUITIES TO CLIENTS DAVID MCGUIRE, LLC - SINGLE MEMBER LLC WITH NO ASSETS OR ACTIVITY OTHER THAN FILING FEES WITH THE STATE OF FLORIDA SUNRISE KIWANIS CLUB OF FORT PIERCE POSITION: MEMBER NATURE: CIVIC ORGANIZATION INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 200 N. INDIAN RIVER DR, FORT PIERCE FL 34950 DESCRIPTION: I am just a normal dues paying member of the organization at this time Latitude Advisors LLC, Is Investment Related, DBA, Financial Professional, 2009-11-02, 20 hours per month, 20 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales CUVEY FOUNDATION Is Not Investment Related, "5475 NW ST JAMES DR, SUITE 357, PORT ST LUCIE, FL, 34983, United States", NON PROFIT, TREASUER, 10/7/2025, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation Description: TREASUER OF A NON PROFIT THAT WILL HELP MINORITY KIDS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-29 |
| S66 | Uniform Combined State Law Examination | 1999-12-07 |
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