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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-03-06 |
Branch Locations
650 Dundee Road Suite 375, Northbrook, IL 60062 • United States
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities, Inc | Palm Beach Gardens | FL | 08/2013 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 03/2015 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-01 |
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