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Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-16
NH RA APPROVED 2025-10-21
NY RA APPROVED 2021-08-09
  • TX RA
    APPROVED_RES
    Since 2026-04-16
  • NH RA
    APPROVED
    Since 2025-10-21
  • NY RA
    APPROVED
    Since 2021-08-09

Branch Locations

Yorkville, IL • United States

Hewlett, NY • 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
Harbor Financial Inc. Hewlett NY 04/2004 Present
Gwn Securities, Inc. Palm Beach Gardens FL 10/2009 Present
Latitude Advisors, Llc Vero Beach FL 10/2009 Present
East West 5 Boroughs, Inc. Brooklyn NY 02/2015 07/2018
  • 04/2004 → Present
    Harbor Financial Inc.
    Hewlett, NY
  • 10/2009 → Present
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 10/2009 → Present
    Vero Beach, FL
  • 02/2015 → 07/2018
    East West 5 Boroughs, Inc.
    Brooklyn, NY
Previous Registrations
  • 2006-01-01 → 2009-11-18
    Medallion Advisory Services, Llc
    Brooklyn, NY
Other Businesses

01/01/1998 - PRESENT SELL FIXED INSURANCE PRODUCTS, INCLUDING PROPERTY AND CASUALTY. TIME SPENT SELLING FIXED INSURANCE IS ABOUT 5% OF MY TIME DURING TRADING HOURS. COMPENSATED IS BY COMMISSIONS. 1998 TO PRESENT - HARBOR FINANCIAL INC FORMERLY (ACCESS = RESULTS, INC.) IS THE MARKETING NAME USED TO MARKET SECURITIES THROUGH BROKER/DEALER AND REGISTERED INVESTMENT ADVISORY COMPANY. ADDRESS IS 99 CRYSTAL CT, HEWLETT, NY 11557; TIME SPENT-95% DURING TRADING HRS TO MARKET INVESTMENT PRODUCTS AND SERVICES. TITLE-PRESIDENT; DUTIES-COMPENSATED BY COMMISSIONS & FEES GENERATED THROUGH GWN SECURITIES, INC. AND LATITUDE ADVISORS, LLC. - 10/2009-PRESENT POWER CONNECTIONS NETWORK - NASSAU COUNTY Is Not Investment Related, "99 Crystal Ct., , Hewlett, NY, 11557, United States", Networking and Leads Group, Owner, 9/24/2025, 10 hours per month,0 hours per month during trading hours, Other Compensation DESCRIPTION: "Creating a networking group under the DBA of Power Connections Network - Nassau County. My primary goal is to obtain introductions to Accountants to recruit into the investment business as well as obtaining prospects for investment clients. Compensation at the beginning will be a loss (business expense), eventually leading to a profit. If there is a profit, I will withdraw profit as compensation or draw a salary."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-27
S63 Uniform Securities Agent State Law Examination 1987-02-09
  • S66 Uniform Combined State Law Examination
    2005-12-27
  • S63 Uniform Securities Agent State Law Examination
    1987-02-09

View on SEC IAPD

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