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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2009-11-02
  • IL RA
    APPROVED
    Since 2009-11-02

Branch Locations

Yorkville, IL • United States

650 Dundee Road Suite 375, Northbrook, IL 60062 • 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
Latitude Advisors Llc Vero Beach FL 11/2009 Present
Gwn Securities, Inc Palm Beach Gardens FL 10/2009 Present
  • 11/2009 → Present
    Vero Beach, FL
  • 10/2009 → Present
    Gwn Securities, Inc
    Palm Beach Gardens, FL
Previous Registrations
  • 2005-10-03 → 2009-11-11
    Medallion Advisory Services, Llc
    Northbrook, IL
  • 2004-11-02 → 2005-10-10
    Genworth Financial Planning Corporation
    Northbrook, IL
  • 2004-05-06 → 2005-10-10
    Northbrook, IL
  • 1998-01-29 → 2004-10-25
    Genworth Financial Planning Corporation
    Northbrook, IL
Other Businesses

1. -- LATITUDE FINANCIAL LLC, TITLE VICE PRESIDENT 40% OWNER: HOLDING COMPANY OF LATITUDE ADVISORS LLC A SEC REGISTERED RIA,COMPENSATED BY NET PROFITS NOVEMBER 2009 TO PRESENT. 10 HOURS A MONTH 2. -- LATITUDE ADVISORS LLC VICE PRESIDENT INVESTMENT ADVISOR REPRESENTATIVE, COMPENSATED ON A FEE BASIS. 10HOURS A MONTH NOVEMBER 2009 TO PRESENT 3. -- INDEPENDENT INSURANCE AGENT, SALES OF FIXED AND HEALTH INSURANCE. COMPENSATED ON A COMMISSION BASIS. 15 HOURS PER MONTH SELF EMPLOYED AUGUST 1987 TO PRESENT 4. -- JEFFREY LASKY FINANCIAL SERVICES LLC POSITION: Member NATURE: Holding company for all related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/02/2005 ADDRESS: 650 Dundee RD Suite 375, Northbrook IL 60062, United States DESCRIPTION: Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-23
S63 Uniform Securities Agent State Law Examination 1985-03-25
  • S65 Uniform Investment Adviser Law Examination
    1998-02-23
  • S63 Uniform Securities Agent State Law Examination
    1985-03-25

View on SEC IAPD

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