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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
Branch Locations
Cocoa Beach, FL • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health First, Inc. | Melbourne | FL | 02/1998 | 06/2018 |
| Security Radar Integrators, Inc. | Merritt Island | FL | 01/2017 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 07/2018 | Present |
EMBRAER POSITION: Head of Benefits NATURE: Aviation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 6/7/2021 ADDRESS: 1400 General Aviation Dr. Melbourne FL 32935, United States DESCRIPTION: Oversee employee health and welfare benefit plans. SECURITY RADAR INTEGRATORS, INC. POSITION: 10% owner NATURE: Security Engineering INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 1/1/2017 ADDRESS: 170 Perth Ave, Merritt Island, FL 32953, United States DESCRIPTION: Business builds and sells high-resolution radar systems CITY OF COCOA BEACH FIREFIGHTERS PENSION BOARD POSITION: Board member NATURE: This is the city of Cocoa Beach firefighters pension plan. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/14/2020 ADDRESS: PO Box 322430, Cocoa Beach FL 32931, United States DESCRIPTION: This is a fiduciary voluntary board member position for the City of Cocoa Beach Firefighters Pension Plan. I have been appointed by the city commissioners to serve as a voluntary board member. No compensation is received. HEALTH AND BENEFITS CONSULTANT POSITION: Health and Benefits Consultant NATURE: Aviation industry providing engineering and building executive jets. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 06/07/2021 ADDRESS: 1111 General Aviation Dr, Melbourne FL 32935, United States DESCRIPTION: HR benefit consulting services and will be reviewing and making recommendations for all HR employee benefit plans such as health, dental, life, disability and all policies and procedures. LATITUDE FINANCIAL, Is Investment Related, DBA, Financial Professional 08/07/2018,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. LATITUDE ADVISORS, LLC, investment related, Investement Advisor Rep, 01/2025, 160 hours per month, 160 hours per month during trading hours, AUM for compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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