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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-22
  • NY RA
    APPROVED
    Since 2026-06-22

Branch Locations

Lynbrook, 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
OrganizationCityStateFromTo
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
  • 05/2023 → 05/2026
    Aon Reinsurance Solutions
    New York, NY
  • 05/2023 → 05/2026
    Aon Securities Llc
    New York, NY
  • 05/2022 → 04/2023
    Mufg Bank, N.A.
    New York, NY
  • 09/2020 → 05/2022
    Pricewaterhousecoopers, Llp
    New York, NY
  • 06/2019 → 08/2019
    Pricewaterhousecoopers, Llp
    New York, NY
  • 10/2018 → 05/2019
    The Ayco Company, L.P., A Goldman Sachs Company
    Latham, NY
  • 08/2018 → 05/2019
    University At Albany
    Albany, NY
  • 07/2018 → 08/2018
    Homrun Group
    Tel Aviv-Yafo
  • 08/2016 → 05/2020
    State University Of New York, University At Albany
    Albany, NY
  • 05/2020 → 09/2020
    Unemployed
    New York, NY
  • 05/2026 → Present
    Gwn Securities
    Palm Beach Gardens, FL
  • 06/2026 → Present
    Yorkville, IL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-20
S63 Uniform Securities Agent State Law Examination 2023-11-10
  • S66 Uniform Combined State Law Examination
    2026-06-20
  • S63 Uniform Securities Agent State Law Examination
    2023-11-10

View on SEC IAPD

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