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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-01-19 |
Branch Locations
2680 West Lake Road, Palm Harbor, FL 34684 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sean Davis Cpa, Pa | Tampa | FL | 01/2005 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 10/2009 | Present |
| Latitude Advisors Llc | Vero Beach | FL | 11/2009 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-09 |
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