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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-03-06
  • IL RA
    APPROVED
    Since 2015-03-06

Branch Locations

650 Dundee Road Suite 375, Northbrook, IL 60062 • 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 Gardens FL 08/2013 Present
Latitude Advisors, Llc Vero Beach FL 03/2015 Present
  • 08/2013 → Present
    Gwn Securities, Inc
    Palm Beach Gardens, FL
  • 03/2015 → Present
    Vero Beach, FL
Other Businesses

1 -- JEFFREY LASKY FINANCIAL SERVICES LLC, INDEPENDENT CONTRACTOR, 650 Dundee Road STE 375 NORTHBROOK, IL 60062, MARKETING ASSISTANT, 08-2013 TO PRESENT, 20 HOURS PER MONTH 2 -- LIFE & HEALTH INSURANCE POSITION: INSURANCE PRODUCER NATURE: SALES OF FIXED LIFE AND HEALTH INSURANCE. INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 06/30/2014 ADDRESS: 650 Dundee Road STE 375, NORTHBROOK IL 60062 DESCRIPTION: SALES OF FIXED LIFE AND HEALTH INSURANCE. 3 -- LATITUDE ADVISORS, LLC POSITION: INVESTMENT ADVISER REPRESENTATIVE NATURE: REGISTERED INVESTMENT ADVISER. INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/06/2015 ADDRESS: 650 DUNDEE RD, STE 375, NORTHBROOK IL 60062 DESCRIPTION: INDEPENDENT CONTRACTOR AS AN INVESTMENT ADVISER REPRESENTATIVE FOR FEE BASED PLANNING AND MONEY MANAGEMENT. 4-- LATITUDE FINANCIAL LLC, Is Investment Related, "650 Dundee Road, Suite 375, Northbrook, IL, 60062, United States", Trading, Owner, 11/1/2025, 10 hours per month, 2 hours per month during trading hours, Fee Based Compensation DECSRIPTION: I am now a part percentage owner of Latitude Financial LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-01
  • S66 Uniform Combined State Law Examination
    2014-04-01
Designations

View on SEC IAPD

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