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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-01-08
  • IL RA
    APPROVED
    Since 2010-01-08

Branch Locations

Yorkville, 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
Latitude Advisors, Llc Vero Beach FL 01/2010 Present
Gwn Securities Inc Palm Beach Gardens FL 01/2010 Present
  • 01/2010 → Present
    Vero Beach, FL
  • 01/2010 → Present
    Gwn Securities Inc
    Palm Beach Gardens, FL
Previous Registrations
  • 2000-07-26 → 2009-10-05
    Medallion Advisory Services, Llc
    Yorkville, IL
Other Businesses

12/13/01 TO PRESENT - BIVENS & ASSOCIATES, INC. (SALES)HEALTH INSURANCE; COMPENSATED BY 5% COMMISSIONS. 01/2010 TO PRESENT - LATITUDE ADVISORS, LLC -IA REP - COMPENSATED VIA FEES - 20% LATITUDE ADVISORS, LLC POSITION: PRESIDENT NATURE: REGISTERED INVESTMENT ADVISORY FIRM WITH SEC INVESTMENT RELATED: YES HOURS: 20 INVESTMENT RELATED HOURS: 20 START DATE: 01/10/2010 ADDRESS: 1089 STILLWATER COURT, YORKVILLE IL 60560 DESCRIPTION: ADMINISTRATIVE AND OPERATIONS OF RIA. LATITUDE FINANCIAL, LLC POSITION: PRESIDENT NATURE: HOLDING COMPANY AND MARKETING COMPANY INVESTMENT RELATED: NO HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 01/10/2010 ADDRESS: 1089 STILLWATER COURT, YORKVILLE IL 60560 DESCRIPTION: RECRUITING OF FINANCIAL ADVISORS. BOX2 PACKAGING, LLC INVESTMENT RELATED: Is Not Investment Related, ADDRESS: 1905 Marketview Drive #150, , Yorkville, IL, 60560, United States, NATURE: Packaging Distributor, POSITION: Owner, START DATE: 8/1/2024, NUMBER OF HOURS: 15 hours per month, SECURITIES TRADING HOURS: 2 hours per month during trading hours DESCRIPTION: "BUSINESS IS A DISTRIBUTOR OF PACKAGING PRODUCTS. FRIEND MERGED BOX3 INTO ANOTHER BUSINESS AND CHANGED NAME TO BOX2 PACKAGING, LLC" Business name: Bivens Financial Services, LLC, Business Address: 1089 Stillwater Court Yorkville IL 60560, Position Held: Owner, Expected annual income: 350000, Compensation Type: Fee-based, Hours Per Month: 20, Hours Per Month Trading: 20, Involvement status: ACTIVE, Start: 2026-02-13, Activity description: Holding company for all related activities, securities, advisory and insurance services, 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?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-13
S63 Uniform Securities Agent State Law Examination 1995-02-14
  • S65 Uniform Investment Adviser Law Examination
    1999-12-13
  • S63 Uniform Securities Agent State Law Examination
    1995-02-14
Other Names
  • John S Bivens

View on SEC IAPD

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