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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-01
  • NC RA
    APPROVED
    Since 2026-04-01

Branch Locations

1716 W Memorial Highway, Harmony, NC 28634 • United States

Yorkville, IL • 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
Unemployed Riverton WY 06/2020 08/2020
Patriot Well Solutions Williston ND 03/2020 06/2020
Reddon, Koehn & Associates Riverton WY 09/2016 02/2020
Thrivent Investment Management Inc Bismarck ND 08/2020 09/2023
Thrivent Financial Appleton WI 10/2020 03/2021
Thrivent Financial Appleton WI 03/2021 09/2023
Lpl Financial Llc Dickinson ND 10/2023 01/2026
Gwn Securities Inc. Palm Beach Gardens FL 03/2026 Present
  • 06/2020 → 08/2020
    Unemployed
    Riverton, WY
  • 03/2020 → 06/2020
    Patriot Well Solutions
    Williston, ND
  • 09/2016 → 02/2020
    Reddon, Koehn & Associates
    Riverton, WY
  • 08/2020 → 09/2023
    Bismarck, ND
  • 10/2020 → 03/2021
    Thrivent Financial
    Appleton, WI
  • 03/2021 → 09/2023
    Thrivent Financial
    Appleton, WI
  • 10/2023 → 01/2026
    Dickinson, ND
  • 03/2026 → Present
    Gwn Securities Inc.
    Palm Beach Gardens, FL
Previous Registrations
Other Businesses

Business name: Blue Haven, CPA, Business Address: 1716 W Memorial Hwy Harmony, NC 28634, Position Held: Staff Accountant, Expected annual income: 50000, Compensation Type: Other, Hours Per Month: 40, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-02-01, Activity description: Prepare business & Personal tax returns. Potentially assist in sales & employee recruiting in the future, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : YES, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): . Business name: CREED FINANCIAL, LLC, Business Address: 1716 W Memorial Hwy Harmony, NC 28634, Position Held: Owner / Financial Professional, Expected annual income: 100000, Compensation Type: Fee-based, Hours Per Month: 40, Hours Per Month Trading: 2, Involvement status: ACTIVE, Start: 2026-03-18, Activity description: Sell fee based investments(Latitude Advisors, LLC), Commission based investments (GWN), LTC Insurance, Life Insurance, Health Insurance., Investment Related?: Yes, Will this activity interfere with or compromise your responsibilities as a registered representative?: No, Is there an expectation to solicit other ownership or raise capital?: No, Is there a web presence?: No, Is there check-writing, trading authority/custody or control?: Yes, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): CEPA (Certified Exit Planning Advisor) , Insurance (Life & Longterm Care)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-12
S63 Uniform Securities Agent State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2023-07-12
  • S63 Uniform Securities Agent State Law Examination
    2020-11-25

View on SEC IAPD

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