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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| PA | RA | APPROVED | 2010-01-11 |
Branch Locations
Hollidaysburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Condo Associates | Hollidaysburg | PA | 01/2004 | Present |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 11/2009 | Present |
| Latitude Advisors, Llc | Vero Beach | FL | 01/2010 | Present |
1. 02/1997 TO PRESENT - LIMITED ASSET GROUP, PO BOX 44, HOLLIDAYSBURG, PA 16648; TITLE-INSURANCE AGENT; DUTIES-SELLING TERM INSURANCE; TIME SPENT-10-15%; COMPENSATED BY COMMISSIONS FROM INSURANCE COMPANY. 2. 01/2010 - PRESENT - LATITUDE ADVISORS, LLC - IA REP - COMPENSATED VIA FEES - 5% OF TIME BROKERS SOURSE POSITION: SALES NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 01/03/2011 ADDRESS: 116 FEDERAL STREET, SUITE 260, PITTSBURGH PA 15212 DESCRIPTION: LIFE INSURANCE AND FIXED ANNUITY BUSINESS UNITED ASSET GROUP POSITION: SALES NATURE: INVESTMENT INVESTMENT RELATED: YES NUMBER OF HOURS: 185 INVESTMENT RELATED HOURS: 8 START DATE: 02/03/1997 ADDRESS: P.O. BOX 44, HOLLIDAYSBURG PA 16648 DESCRIPTION: ASSITING CLIENTS WITH THEIR FINANCIAL NEEDS AND GOALS WITH MUTUAL FUNDS AND VARIABLE ANNUITIES. ASSOCIATION POSITION: Republican Comittee Representaive NATURE: Political in nature. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2014 ADDRESS: 124 Lakeview Drive, Hollidaysburg PA 16648 DESCRIPTION: To elect Republican Chairman and pass information along to the voters of the area that I represent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-08 |
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