Eric W Goldstein

Current Employers

Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-09

NY RA
APPROVED

Since 2021-08-09

Branch Locations

Port Washington, NY • United States

Yorkville, IL • 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

Organization	City	State	From	To
Emg Partners, Llc	Glen Cove	NY	01/2004	Present
Eric W. Goldstein, Cpa P.C.	Port Washington	NY	03/2013	Present
Gwn Securities Inc	Palm Beach Gardens	FL	02/2014	Present

01/2004 → Present

Emg Partners, Llc

Glen Cove, NY
03/2013 → Present

Eric W. Goldstein, Cpa P.C.

Port Washington, NY
02/2014 → Present

Gwn Securities Inc

Palm Beach Gardens, FL

Previous Registrations

2007-05-10 → 2009-12-31

Medallion Advisory Services, Llc

Glen Cove, NY
2004-01-02 → 2007-05-07

Obsidian Financial Group, Llc

Commack , NY

Cutchogue, NY

Other Businesses

1. 03/01/2013 TO PRESENT - ERIC W. GOLDSTEIN, CPA P.C. - 33 OLDWOOD ROAD, PORT WASHINGTON, NY 11050; TITLE-PRESIDENT: DUTIES-FULL-SERVICE ACCOUNTING FIRM; TIME SPENT-90%; COMPENSATED BY SALARY. 2. 01/01/2004 TO PRESENT - EMG PARTNERS, LLC 49 FIRST STREET EXT. APT. 2, GLEN COVE, NY 11542; TITLE-FINANCIAL PLANNER/INSURANCE AGENT; DUTIES-CONDUCT FINANCIAL PLANNING, SECURITIES & INSURANCE BUSINESS; TIME SPENT-10%; COMPENSATED BY PARTNER DRAW. 3. LATITUDE ADVISORS, LLC - IA REP - COMPENSATED VIA FEES - 01/2010

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-07-29

S63 Uniform Securities Agent State Law Examination

1993-07-29

Designations

View on SEC IAPD