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RIA / WealthAdvisor28 years in industry

WILLIAM JOHN SCANLON

Advisor at LATITUDE ADVISORS, LLC

YORKVILLE, IL | ENDWELL, NY

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Search this name across graphsid dfx:ria:146b062c-c423-abae-ea10-805284e1f20b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 3, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LATITUDE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 18, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 18, 1997
First registration: Jun 3, 2004
Dual registered: no
Other names: BILL SCANLON|WILLIAM J SCANLON|WILLIAM SCANLON|WILLIAM JOHN SCANLON|WILLIAM J SCANLON|WILLIAM SCANLON|BILL JOHN SCANLON|BILL J SCANLON|BILL JOHN SCANLON|BILL J SCANLON|BILL SCANLON
IAPD individual key: 2961582

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LATITUDE ADVISORS, LLC	Independent wealth	Aug 9, 2021	n/a	yes	ENDWELL, NY\|YORKVILLE, IL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 6, 2026	Mar 4, 2026	no	ALBANY, NY\|Endwell, NY	Previous registration
GWN SECURITIES INC.	Bd affiliated wealth	Dec 6, 2012	Nov 29, 2022	no	ENDWELL, NY\|PALM BEACH GARDENS, FL\|ALBANY, NY	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Sep 30, 2004	Dec 31, 2009	no	ENDWELL, NY	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jun 3, 2004	Sep 29, 2004	no	COXSACKIE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	n/a	Mar 4, 2026	n/a	n/a	Departure no registered destination	Departure
GWN SECURITIES INC.	LATITUDE ADVISORS, LLC	Nov 29, 2022	Aug 9, 2021	-477	Firm change after gap	Ibd to RIA
MEDALLION ADVISORY SERVICES, LLC	GWN SECURITIES INC.	Dec 31, 2009	Dec 6, 2012	1,071	Firm change after gap	Other
CENTAURUS FINANCIAL, INC.	MEDALLION ADVISORY SERVICES, LLC	Sep 29, 2004	Sep 30, 2004	1	Firm change	Other

Relationships

Registered with (5)

→ LATITUDE ADVISORS, LLCRegistered adviserregistration: current employment
Aug 9, 2021 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 6, 2026 to Mar 4, 2026factForm ADV
→ GWN SECURITIES INC.Registered adviserregistration: previous registration
Dec 6, 2012 to Nov 29, 2022factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 30, 2004 to Dec 31, 2009factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Jun 3, 2004 to Sep 29, 2004factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor departed, no destination yet
William John Scanlon no longer registered at Ameriprise Financial Services, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Nov 29, 2022
Advisor changed firm
William John Scanlon left Gwn Securities Inc. for Latitude Advisors, Llc (registered 2021-08-09)
Form ADVobserved 5 days ago