James Paul Pankey

Current Employers

Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-01-10

FL RA
APPROVED

Since 2020-01-10

Branch Locations

Wellington, FL • 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
James P. Pankey, Cpa	Wellington	FL	02/1999	Present
Gwn Securities Inc.	Palm Beach Gardens	FL	01/2011	Present
Latitude Advisors, Llc	Vero Beach	FL	12/2019	Present

02/1999 → Present

James P. Pankey, Cpa

Wellington, FL
01/2011 → Present

Gwn Securities Inc.

Palm Beach Gardens, FL
12/2019 → Present

Latitude Advisors, Llc

Vero Beach, FL

Other Businesses

1) JAMES P. PANKEY, CPA, P.A.-OWNER SINCE 93-FULL TIME CPA-40HR/WK. 2) Investment Advisor Representative - Latitude Advisors, LLC - 10 hours/week - offering investment advisory services to clients - Wellington, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-09
S63	Uniform Securities Agent State Law Examination	2012-01-18

S65 Uniform Investment Adviser Law Examination

2019-12-09
S63 Uniform Securities Agent State Law Examination

2012-01-18