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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-05-12 |
Branch Locations
700 N Lake Street Suite 204, Mundelein, IL 60060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
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