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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

Fort Pierce, FL • 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
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
  • 06/2004 → Present
    Berger, Toombs, Elany, Gaines & Frank
    Fort Pierce, FL
  • 10/2009 → Present
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 11/2009 → Present
    Vero Beach, FL
Previous Registrations
  • 2002-01-18 → 2009-11-16
    Medallion Advisory Services, Llc
    Fort Pierce, FL
    Ft. Pierce, FL
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-29
S66 Uniform Combined State Law Examination 1999-12-07
  • S63 Uniform Securities Agent State Law Examination
    2005-04-29
  • S66 Uniform Combined State Law Examination
    1999-12-07

View on SEC IAPD

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