Sean Michael Davis

Employer firm

Latitude Advisors, LLC CRD 151001

$567M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Sean Davis Cpa, Pa
  Tampa, FL
• 10/2009 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 11/2009 → Present
  Latitude Advisors Llc
  Vero Beach, FL

Previous Registrations

• 2006-03-01 → 2009-11-12
  Medallion Advisory Services, Llc
  Palm Harbor, FL

Other Businesses

01-05 TO PRESENT - SEAN DAVIS, CPA, PA 2680 WEST LAKE ROAD,PALM HARBOR, FL 34684; TITLE-OWNER / CPA; DUTIES-TAX PREPARATION/ACCTG/CONSULTING; TIME SPENT-95%; COMPENSATED HOURLY. 11-09 TO PRESENT - LATITUDE ADVISORS LLC; VERO BEACH, FL; DUTIES - INVESTMENT ADVISOR REP; TIME SPENT-2 HOURS/WK PALM HARBOR EXECUTIVE CENTRE CONDOMINIUM ASSOCIATION, INC POSITION: Owner NATURE: business condo START DATE: 2005-01-14 HOURS: 0 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours ADDRESS: 2680 W Lake Rd, Palm Harbor, FL DESCRIPTION: I own commercial real estate personally which operates the CPA and investment businesses. No rental income is received. REAL ESTATE INVESTMENT OWNER POSITION: Owner NATURE: Real Estate START DTAE: 2020-01-28 HOURS: 0 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: Owner of Real Estate - operate CPA practice from this location ADDRESS: 29605 US Hwy 19 N, Suite 260, Clearwater, FL, 33761, United States

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-09

Designations

• Certified Financial Planner