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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-01-26 |
Branch Locations
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 01/2010 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 01/2010 | Present |
01/2010 - LATITUDE ADVISORS, LLC - IA REPRESENTATIVE - COMPENSATED VIA FEES - 10% OF TIME CORONA DEL MAR CHAMBER OF COMMERCE POSITION: Board Member - Volunteer NATURE: Promoting the local business community INVESTMENT RELATED: no NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2014 ADDRESS:2855 East Coast Hwy, SUITE 101, Corona Del Mar CA 92625 DESCRIPTION: Served as a volunteer on the chamber of commerce board. This was a non-paid position. This entry should be considered an update to a previous declaration made when I first joined the board. At this time, I am not officially involved with the chamber. INSURANCE BUSINESS INVESTMENT RELATED; PRESIDENT; NATURE: LIFE INSURANCE & ANNUITIES; ADDRESS: 5001 BRICH STREET, NEWPORT BEACH CA 92660; 3 HOURS PER MONTH AND 0 DURING TRADING HOURS; START: 03/11/2009; FEE BASED COMPENSATION; DUTY: Attend insurance vendor presentations to learn about their latest product offerings and how to structure them effectively. If it is determined through a financial planning process that an insurance product is suitable and in the best interest of a client, presentations and illustrations will be presented for them to review. MAGDALENO FINANCIAL SERVICES NOT INVESTMENT RELATED; PRESIDENT; ADDRESS: 5001 BRICH STREET, NEWPORT BEACH CA 92660; 1 HOURS PER MONTH AND 0 DURING TRADING HOURS; START:01/25/2010; NO COMPENSATION; DUTIES: The DBA Magdaleno Financial Services is used for marketing and branding purposes. MAGDALENO FINANCIAL INC NOT INVESTMENT RELATED; PRESIDENT; ADDRESS: 5001 BRICH STREET, NEWPORT BEACH CA 92660; 1 HOURS PER MONTH AND 0 DURING TRADING HOURS; START:03/12/2009; NO COMPENSATION; DUTIES: Submitting the required documents to the state of CA on an annual basis. Maintaining corporate documents. Submitting annual tax returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-18 |
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