Best Investors Account Sign in
Inactive

Gilberto Matthew Carmona

Latitude Advisors, LLC

Yorkville, IL

Forest City, NC

Claim This Profile
Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-05
NC RA APPROVED 2018-07-09
  • TX RA
    APPROVED
    Since 2019-06-05
  • NC RA
    APPROVED
    Since 2018-07-09

Branch Locations

Yorkville, IL • United States

704 Oak St, Forest City, NC 28043 • 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
Cafe At The Mall, Inc. Forest City NC 11/2008 12/2017
Gilbert M. Carmona Tax Service Rutherfordton NC 01/2005 Present
H.D. Vest Investment Services Rutherfordton NC 09/2012 04/2018
International Surface Finishing Academy,Llc Rutherfordton NC 02/2013 Present
Carmona Business Solutions Llc North Rutherfordton NC 02/2017 Present
Gwn Securities, Inc. Palm Beach Gardens FL 04/2018 08/2023
Latitude Advisors, Llc Vero Beach FL 07/2018 Present
  • 11/2008 → 12/2017
    Cafe At The Mall, Inc.
    Forest City, NC
  • 01/2005 → Present
    Gilbert M. Carmona Tax Service
    Rutherfordton, NC
  • 09/2012 → 04/2018
    H.D. Vest Investment Services
    Rutherfordton, NC
  • 02/2013 → Present
    International Surface Finishing Academy,Llc
    Rutherfordton, NC
  • 02/2017 → Present
    Carmona Business Solutions Llc
    North Rutherfordton, NC
  • 04/2018 → 08/2023
    Palm Beach Gardens, FL
  • 07/2018 → Present
    Vero Beach, FL
Previous Registrations
  • 2018-06-23 → 2018-07-09
    Rutherfordton, NC
    Palm Beach Gardens, FL
    Forest City, NC
Other Businesses

Carmona Business Solutions LLC~'NIR'~113 Whitesides Road~Rutherfordton~NC~28139~Construction~President~2/21/2017~20hrs~10hrs~Prepare bids for large construction projects for bidding contractors|Ecomac USA LLC~'NIR'~226 S Trade St~Tryon~NC~28782~Manufacturing~Partner/General Partner~9/22/2016~2hrs~0hrs~Accounting and management|Gilbert Talks Taxes Radio Program~'NIR'~113 Whitesides Rd~Rutherfordton~NC~28139~Media~Other~1/13/2017~4hrs~4hrs~Radio Program to help educate people about taxes, accounting, and business issues.|Gilbert M. Carmona Tax Service~'NIR'~249 Shady Woods Lane~Rutherfordton~NC~28139~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~1/1/2005~120hrs~80hrs~Provide accounting and tax preparation services to individuals.|International Surface Finishing Academy, LLC~'NIR'~113 Whitesides Road~Rutherfordton~NC~28139~Engineering Services~Director/Officer~2/12/2013~5hrs~0hrs~Bookkeeping and Registered Agent| Latitude Advisors, LLC 07/03/18-present 113 Whiteside Road Rutherfordtown NC 28139 - advisory services to clients - 5% of time spent,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-23
S63 Uniform Securities Agent State Law Examination 2012-11-13
  • S65 Uniform Investment Adviser Law Examination
    2018-06-23
  • S63 Uniform Securities Agent State Law Examination
    2012-11-13
Other Names
  • Gilberto Matthew Carmona
  • Gilberto Carmona

View on SEC IAPD

More in Yorkville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor