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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-29 |
Branch Locations
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darlene Mcgrath Cpa | Steger | IL | 07/2005 | Present |
| Gwn Securties Inc. | Palm Beach Gardens | FL | 09/2022 | Present |
DARLENE MCGRATH CPA; accounting and tax practice. Address is 3448 Wallace Ave, Steger, IL 60475. I am a sole practitioner and perform bookkeeping, accounting, and tax preparation services for individuals and small businesses. I have been performing these services since 2005. I devote about 150 hours per month to the business. These hours are performed during and after securities trading hours. LATITUDE ADVISORS, LLC: investment advisor representative. address is 3448 wallace ave, Steger IL 60475. works with clients on a fee basis, I devote 5-10 hours/month to this business. INSURANCE Is Investment Related, Insurance license for annuity and variable, START DATE: 2024-02-15, HOURS PER MONTH: 5 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, DESCRIPTION: I obtained my insurance license in order to service variable annuity clients and items related to life insurance as a compliment to my securities license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
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