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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-26 |
Branch Locations
3750 Hamilton Blvd, Ste 202, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Serfass And Serfass, P.C. | Bethlehem | PA | 02/2013 | Present |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 09/2014 | Present |
| Latitude Advisors, Llc | Allentown | PA | 11/2025 | Present |
INSURANCE POSITION: Adminstration NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 05/31/2015 ADDRESS: 2010 West Broad Street, Bethlehem PA 18018 DESCRIPTION: I hold my Insurance License in PA for Life, Fixed Annuities,Accident and Health Insurance. I simply hold the license only to assit my superiors with administration. I do not sell or recieve any commissions related to any type of insurance. CLEANING POSITION: none NATURE: Cleaning INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2017 ADDRESS: 309 North 11th St, Apt B, Easton PA 18042 DESCRIPTION: I will be helping my current employer's doing household work, such as cleaning or organizing. I will be only helping them a few weekends a year. FURNITURE FLIPPING POSITION: N/A NATURE: Furniture Flipping INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 11 corriere road, easton PA 18045, United States DESCRIPTION: I will be buying old furniture at flea markets, yard sales, etc. and then refinishing and refurbishing the furniture. I will then sell the furniture for a profit at flea markets, Facebook marketplace, ebay etc. ETSY POSITION: Self-Employed NATURE: Online Sales INVESTMNT RELATED: Is Not Investment Related, START DATE: 2023-08-13 TRADING HOURS: 15 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: "I will be creating templates online for tshirts/tote bags/mugs, etc. I will get paid per sale of each template. I will be selling the templates on etsy. No inventory is held, no shipping is done. This is not investment related." VICTORIA PETERS Is Not Investment Related, Self-Employed START DATE: 2024-01-08, HOURS PER MONTH: 50 hours per month, 0 hours per month during trading hours DESCRIPTION: "Promoting products online (i.e. fitness products, makeup products, etc). If someone would click on my link after promoting a product I would receive a commission from that company. This is not investment related and I will not promote anything in the financial industry." EMAIL SUBSCRIPTION FOR MOTHERHOOD Is Not Investment Related, "1922 Stonington Road, BETHLEHEM, PA, 18018, United States", Email Subscription, Self-Employed, 9/23/2024, 15 hours per month, 0 hours per month during trading hours, "Customers will pay $5 per month for an email subscription. I will send out weekly emails about Motherhood. I will provide motivational words, weekly recipes, links to motherhood podcasts, cleaning planners, etc. LANG FAYLOR CHOMO & CO INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "3570 Hamilton Boulevard, Suite 202, Allentown, PA, 18103, United States", NATURE: Accounting, POSITION: Senior Accountant, START DATE: 12/1/2024, TRADING HOURS: 40 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, COMPENSATION: Salary Compensation, DESCRIPTION: "Accounting Firm - Preparing Tax Returns, Financial Statements, Bookkeeping, etc." KIDS CO-OP GYMNASTICS Is Not Investment Related, ADDRESS: "3320 Fox Hill Road, , Easton, PA, 18045, United States", Gymnastics Coach, Coach, 10/21/2025, 24 hours per month, 0 hours per month during trading hours, Hourly Compensation, Coaching Gymnastics
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-20 |
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