John Joseph Heaney

Current Employers

Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-07-15
NH	RA	APPROVED	2010-02-05

FL RA
APPROVED

Since 2022-07-15
NH RA
APPROVED

Since 2010-02-05

Branch Locations

Yorkville, IL • United States

Laconia, NH • 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

Organization	City	State	From	To
Various Insurance Carriers	Laconia	NH	03/2000	Present
Gwn Securities Inc.	Palm Beach Gardens	FL	01/2010	Present
Latitude Advisors, Llc	Vero Beach	FL	01/2010	Present

03/2000 → Present

Various Insurance Carriers

Laconia, NH
01/2010 → Present

Gwn Securities Inc.

Palm Beach Gardens, FL
01/2010 → Present

Latitude Advisors, Llc

Vero Beach, FL

Previous Registrations

2006-01-10 → 2009-12-31

Medallion Advisory Services, Llc

Laconia, NH
2001-02-26 → 2006-01-18

Waddell & Reed

Waltham, MA

Other Businesses

1.-03/2000 TO PRESENT - VARIOUS INSURANCE CARRIERS; LACONIA NH; INSURANCE AGENT;INSURANCE SALES;1%;COMMISSIONS. 2. 10/2002 TO PRESENT-JOHN J. HEANEY 54 A EAGLE DRIVE , LACONIA, NH 03246; CPA; TAX PREPARATION AND BOOKKEEPING;40-50 HRS/YR; FEE CHARGE PER EACH RETURN. 3. 01/2010 TO PRESENT - LATITUDE ADVISORS, LLC - 10 HRS/WEEK; COMPENSATED VIA FEES; IA REP

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-12-09
S63	Uniform Securities Agent State Law Examination	2000-04-20

S65 Uniform Investment Adviser Law Examination

2000-12-09
S63 Uniform Securities Agent State Law Examination

2000-04-20

View on SEC IAPD