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Advisor at LATITUDE ADVISORS, LLC
YORKVILLE, IL | Albany, NY | ALBANY, NY
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 |
|---|---|---|---|---|---|---|
| PINNACLE WEALTH STRATEGIES, LLC | State registered | Aug 16, 2021 | n/a | yes | ALBANY, NY | Current employment |
| LATITUDE ADVISORS, LLC | Independent wealth | Mar 16, 2021 | n/a | yes | YORKVILLE, IL|Albany, NY | Current employment |
| SSN ADVISORY, INC. | Former SEC adviser | Jan 5, 2010 | Aug 15, 2011 | no | WEST COXSACKIE, NY | Previous registration |
| MEDALLION ADVISORY SERVICES, LLC | n/a | Sep 24, 2004 | Dec 31, 2009 | no | WEST COXSACKIE, NY | Previous registration |
| CENTAURUS FINANCIAL, INC. | Bd affiliated wealth | Jan 7, 2004 | Sep 29, 2004 | no | WEST CORKSACKIE, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 2, 2002 | Nov 18, 2002 | no | WEST COXSACKIE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SSN ADVISORY, INC. | LATITUDE ADVISORS, LLC | Aug 15, 2011 | Mar 16, 2021 | 3,501 | Firm change after gap | Other |
| MEDALLION ADVISORY SERVICES, LLC | SSN ADVISORY, INC. | Dec 31, 2009 | Jan 5, 2010 | 5 | Firm change | Other |
| CENTAURUS FINANCIAL, INC. | MEDALLION ADVISORY SERVICES, LLC | Sep 29, 2004 | Sep 24, 2004 | -5 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | CENTAURUS FINANCIAL, INC. | Nov 18, 2002 | Jan 7, 2004 | 415 | Firm change after gap | Other |