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Christine Froman Valente

Latitude Advisors, LLC

Yorkville, IL

Eastchester, NY

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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-26
  • NY RA
    APPROVED
    Since 2021-08-26

Branch Locations

Yorkville, IL • United States

Eastchester, NY • 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
J.W. Cole Financial, Inc. Tampa FL 03/2016 12/2017
J.W. Cole Advisors, Inc. Tampa FL 03/2016 12/2017
Broker Dealer Change Transition Period Eastchester NY 01/2018 02/2018
Gwn Securities, Inc. Palm Beach Gardens FL 03/2018 Present
  • 03/2016 → 12/2017
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 03/2016 → 12/2017
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 01/2018 → 02/2018
    Broker Dealer Change Transition Period
    Eastchester, NY
  • 03/2018 → Present
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
Other Businesses

1) A) LATITUDE ADVISORS, LLC B) INVESTMENT RELATED: YES C) 271 53RD CIRCLE; VERO BEACH, FL 32968 D) INVESTMENT ADVISORY SERVICES E) INVESTMENT ADVISORY REPRESENTATIVE & FINANCIAL PLANNING & CONSULTING F) START DATE: 03/01/2018 G) EXPECTED - 125 HRS PER MONTH H) EXPECTED - 125 DURING TRADING HRS I) CONSULT WITH CLIENTS ON ADVISORY AND FINANCIAL PLANNING AND CONSULTING MATTERS J) OFFICER/DIRECTOR: NO K) CLIENT INVOLVED: YES 2) A) INDEPENDENT FIXED INSURANCE AGENT B) INVESTMENT RELATED: YES C) 21 KNOLLWOOD ROAD, EASTCHESTER, NY 10709 D) INSURANCE SALES AND CONSULTING E) INSURANCE AGENT LICENCED IN LIFE, ACCIDENT, HEALTH, VARIABLE, CREDIT, TRAVEL F) 9/2004 G) APPROX 20 HRS PER MONTH H) APPROX 20 HRS DURING TRADING I) FIXED INSURANCE SALES J) OFFICER/DIRECTOR: NO K) CLIENT INVOLVED: YES 3) A) CFV ASSET MANAGEMENT B) INVESTMENT RELATED: YES = DBA C) 21 KNOLLWOOD ROAD, EASTCHESTER, NY 10709 D) D/B/A E) SELF-EMPLOYED, NAME CONNECTED WITH MY INVESTMENT ADVISOR/REGISTERED REP PRACTICE F) 01/01/2013 G,H) I USE MY DBA DURING ALL WORKING HOURS PER MONTH DURING AND NOT DURING TRADING HOURS I) I OFFER INVESTMENT PRODUCTS AND SERVICES TOGETHER WITH ADVISORY SERVICES AND CONSULTING THROUGH MY BROKER DEALER AND ADVISORY SERVICES FIRM UTILIZING MY DBA. CFV ASSET MANAGEMENT AND MY BROKER DEALER AND ADVISORY FIRMS ARE UNAFFILIATED ENTITIES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-02-08
  • S63 Uniform Securities Agent State Law Examination
    1985-02-08
Other Names
  • Christine Dina Froman
  • Christine Nill Froman
  • Christine Dina Froman Nill
  • Christine Dina Froman
  • Christine Fromanvalente

View on SEC IAPD

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