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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-01-04
  • IL RA
    APPROVED
    Since 2010-01-04

Branch Locations

Yorkville, IL • United States

5215 Old Orchard Road Suite 900, Skokie, IL 60077 • 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
Pawlan Blumenfeld Miscinski & Assoc Ltd Skokie IL 02/1999 Present
Gwn Securities, Inc. Palm Beach Gardens FL 10/2009 Present
Latitude Advisors, Llc Vero Beach FL 01/2010 Present
  • 02/1999 → Present
    Pawlan Blumenfeld Miscinski & Assoc Ltd
    Skokie, IL
  • 10/2009 → Present
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 01/2010 → Present
    Vero Beach, FL
Previous Registrations
  • 2006-01-04 → 2009-11-10
    Medallion Advisory Services, Llc
    Skokie, IL
  • 2004-07-02 → 2006-01-27
    Skokie, IL
  • 2002-06-17 → 2004-07-02
    Genworth Financial Planning Corporation
    Skokie, IL
Other Businesses

1. 05/01/1980-PRESENT; PAWLAN, BLUMENFELD, MISCINSKI & ASSOC, LTD 5301 DEMPSTER #300 SKOKIE IL 60077;TITLE-EA / OWNER; DUTIES-ACCOUNTING AND TAX RETURNS;TIME SPENT 90%40HR/WK;COMPENSATED BY SALARY. 2. 1/2010; LATITUDE ADVISORS LLC.; INVESTMENT ADVISOR REPRESENTATIVE; 2 HRS MONTHLY; COMPENSATED BY FEES. 3.11/1992; FRED BLUMENFELD; INDEPENDENT INSURANCE AGENT; SALE OF LIFE & HEALTH INSURANCE; 2 HRS MONTHLY; COMPENSATED BY COMMISSION. F&S FINANCIAL SERVICES, Is Investment Related, DBA, Financial Professional 11/02/2009,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-15
S63 Uniform Securities Agent State Law Examination 1992-10-26
  • S65 Uniform Investment Adviser Law Examination
    2001-10-15
  • S63 Uniform Securities Agent State Law Examination
    1992-10-26
Other Names
  • Fred David Blumenfeld

View on SEC IAPD

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