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Yorkville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-22 |
Branch Locations
Yorkville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aon Reinsurance Solutions | New York | NY | 05/2023 | 05/2026 |
| Aon Securities Llc | New York | NY | 05/2023 | 05/2026 |
| Mufg Bank, N.A. | New York | NY | 05/2022 | 04/2023 |
| Pricewaterhousecoopers, Llp | New York | NY | 09/2020 | 05/2022 |
| Pricewaterhousecoopers, Llp | New York | NY | 06/2019 | 08/2019 |
| The Ayco Company, L.P., A Goldman Sachs Company | Latham | NY | 10/2018 | 05/2019 |
| University At Albany | Albany | NY | 08/2018 | 05/2019 |
| Homrun Group | Tel Aviv-Yafo | 07/2018 | 08/2018 | |
| State University Of New York, University At Albany | Albany | NY | 08/2016 | 05/2020 |
| Unemployed | New York | NY | 05/2020 | 09/2020 |
| Gwn Securities | Palm Beach Gardens | FL | 05/2026 | Present |
| Latitude Advisors, Llc | Yorkville | IL | 06/2026 | Present |
None Business name: Harbor Financial, Inc., Business Address: 99 Crystal Ct. Hewlett, NY 11557, Position Held: Registered Rep, Expected annual income: 48000, Compensation Type: Other, Hours Per Month: 160, Hours Per Month Trading: 160, Involvement status: ACTIVE, Start: 2026-05-06, Activity description: Solicit Sales of financial products for GWN Securities, Inc. and Advisory Services through Latitude Advisors, LLC, Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : YES, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-10 |
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