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Advisor at LATITUDE ADVISORS, LLC
Middleton, RI | YORKVILLE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LATITUDE ADVISORS, LLC | Independent wealth | Dec 9, 2024 | n/a | yes | Middleton, RI|YORKVILLE, IL | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Mar 8, 2011 | Jun 22, 2018 | no | MIDDLETOWN, RI | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Nov 15, 2007 | Dec 31, 2009 | no | MIDLETOWN, RI | Previous registration |
| MEDALLION ADVISORY SERVICES, LLC | n/a | Jan 6, 2006 | Dec 31, 2006 | no | MIDDLETOWN, RI | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jul 2, 2004 | Aug 25, 2004 | no | SCHAUMBURG, IL | Previous registration |
| GENWORTH FINANCIAL PLANNING CORPORATION | n/a | Jun 19, 2002 | Jul 2, 2004 | no | PROVIDENCE, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | LATITUDE ADVISORS, LLC | Jun 22, 2018 | Dec 9, 2024 | 2,362 | Firm change after gap | Ibd to RIA |
| MEDALLION ADVISORY SERVICES, LLC | AVANTAX ADVISORY SERVICES | Dec 31, 2006 | Nov 15, 2007 | 319 | Firm change | Other |
| CETERA INVESTMENT ADVISERS LLC | MEDALLION ADVISORY SERVICES, LLC | Aug 25, 2004 | Jan 6, 2006 | 499 | Firm change after gap | Other |
| GENWORTH FINANCIAL PLANNING CORPORATION | CETERA INVESTMENT ADVISERS LLC | Jul 2, 2004 | Jul 2, 2004 | 0 | Firm change | Other |