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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-20 |
Branch Locations
650 Dundee Road Ste 375, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starcom Worldwide | Chicago | IL | 11/2015 | 03/2021 |
| Gwn Securities Inc. | Northbrook | IL | 09/2018 | Present |
| Jeffrey Lasky Financial Services, Llc | Northbrook | IL | 09/2018 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 01/2021 | Present |
GWN Securities, Inc - Registered Rep - 10 hours/week - commissions Jeffrey Lasky Financial Services, LLC - Administration Assistant - 15 hours/week -salary. Latitude Advisors, LLC - IA Rep - 10 hours/week - fees LIFE INSURANCE POSITION: Insurance Producer NATURE: Life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2021 ADDRESS: 650 Dundee Road, Suite 375, Northbrook IL 60062, United States DESCRIPTION: Life insurance LATITUDE FINANCIAL, LLC Is Investment Related, "650 Dundee Rd, Suite 375, Northbrook, IL, 60062, United States", RIA, Owner, 11/1/2025, 120 hours per month, 0 hours per month during trading hours, Fee Based Compensation DESCRIPTION: "Owner of Latitude Financial, LLC."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-16 |
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