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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-05-12
  • IL RA
    APPROVED
    Since 2016-05-12

Branch Locations

Yorkville, IL • United States

700 N Lake Street Suite 204, Mundelein, IL 60060 • 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
Brunn & Associates, Inc Lakemoor IL 05/2001 Present
Gwn Securities Inc Mundelein IL 01/2016 Present
Latitude Advisors, Llc Vero Beach FL 05/2016 Present
  • 05/2001 → Present
    Brunn & Associates, Inc
    Lakemoor, IL
  • 01/2016 → Present
    Gwn Securities Inc
    Mundelein, IL
  • 05/2016 → Present
    Vero Beach, FL
Other Businesses

5/2001 - Brunn & Assoc, Inc. - CPA firm - accounting and tax preparation - not investment related - spend 30-40 hours per week at business - CPA/President of firm Latitude Advisors LLC 700 N Lake Street, Suite 204 Mundelein, IL 60060 Investment Adviser Representative Independent Contractor Start Date-May, 2016 2 hours per month LUNA & KOI CO. POSITION: Accountant NATURE: Online sales of specialty items INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 28749 W Pondview Dr, Lakemoor IL 60051, United States DESCRIPTION: Primary duties will be handling the accounting of the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-12
  • S66 Uniform Combined State Law Examination
    2016-05-12
Other Names
  • Nancy Elizabeth Voll

View on SEC IAPD

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