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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-01-09
  • IL RA
    APPROVED
    Since 2012-01-09

Branch Locations

Arlington Heights, IL • 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
Gwn Securities Inc. Palm Beach Garden FL 01/2012 Present
Latitude Advisors Llc Vero Beach FL 01/2012 Present
  • 01/2012 → Present
    Gwn Securities Inc.
    Palm Beach Garden, FL
  • 01/2012 → Present
    Vero Beach, FL
Previous Registrations
Other Businesses

1)INTEGRITY INSURANCE FINANCIAL SERVICES, 18330 DISTINCTIVE DRIVE, ORLAND PARK, IL 60467,INSURANCE SALES, INDEPENDENT CONTRACTOR, FIXED & HEALTH INSURANCE SALES, PAID IN COMMISSIONS APPROX 60% OF TIME SPENT. 3) LATITUDE ADVISORS, LLC, ARLINGTON HEIGHT,IL IA REP PAID VIA FEES APPROX 10% OF TIME SPENT CRAIG PERKINS FINANCIAL SERVICES, LLC POSITION: financial advisor NATURE: Financial Services, DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2010 ADDRESS: 1821 Walden Office Square, St 400, Schaumburg IL 60173 DESCRIPTION: Financial Services CONSULTING POSITION: Senior Advisor NATURE: locating cash flow savings for businesses and referring them to people that can execute the savings INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2017 ADDRESS: 1821 Walden Office Sqaure, st 400, Schaumburg IL 60173, United States DESCRIPTION: locating cash flow savings for businesses and referring them to people that can execute the savings

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-07
S63 Uniform Securities Agent State Law Examination 1991-04-13
  • S65 Uniform Investment Adviser Law Examination
    1998-08-07
  • S63 Uniform Securities Agent State Law Examination
    1991-04-13

View on SEC IAPD

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