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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

Yorkville, IL • United States

Tampa, FL • 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
Leach Co., Pa, Cpa Tampa FL 04/1984 Present
Gwn Securities,Inc. Palm Beach Gardens FL 10/2009 Present
Latitude Advisors,Llc Vero Beach FL 11/2009 Present
  • 04/1984 → Present
    Leach Co., Pa, Cpa
    Tampa, FL
  • 10/2009 → Present
    Gwn Securities,Inc.
    Palm Beach Gardens, FL
  • 11/2009 → Present
    Latitude Advisors,Llc
    Vero Beach, FL
Previous Registrations
  • 2002-01-18 → 2009-11-16
    Medallion Advisory Services, Llc
    Tampa, FL
    Tampa, FL
Other Businesses

LEACH CO.,P.A.,CPA: NOT INVESTMENT RELATED, 617 HUDSON AVENUE, TAMPA, FL 33606, IT IS A CPA FIRM, PRESIDENT, STARTED 1984, HOURS PER MONTH 150-200 HRS, DURING SECURITIES TRADING HOURS 5-6 HRS PER DAY, I RUN THE ENTIRE BUSINESS. LATITUDE ADVISORS, LLC, IS INVESTMENT RELATED,100 N. TAMPA STREET, STE 2165 TAMPA FLORIDA 33602, INVESTMENT ADVISING,OWNER,START 10/2009, HRS PER MONTH 10-20HRS, 1 HR DURING TRADING HOURS PER DAY, MANAGE CLIENT INVESTMENT ACCOUNTS INSURANCE POSITION: OWNER NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 02/28/2000 ADDRESS: 100 N. TAMPA ST, SUITE 2165, TAMPA FL 33602 DESCRIPTION: I AM LICENSED FOR HEALTH, LIFE & VARIABLE ANNUITY, BUT I AM NOT CURRENTLY PRODUCING ANY OF THIS BUSINESS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-10
  • S66 Uniform Combined State Law Examination
    1999-12-10

View on SEC IAPD

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