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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

CRAIG ROGER PERKINS

Advisor at LATITUDE ADVISORS, LLC

YORKVILLE, IL | Arlington Heights, IL

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Search this name across graphsid dfx:ria:e6a303ce-71f7-4236-0393-c7b3b8074ce5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Nov 30, 1998 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: Apr 13, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 13, 1991
First registration: Nov 30, 1998
Dual registered: yes, broker-dealer
IAPD individual key: 2137063

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	Jan 9, 2012	n/a	yes	YORKVILLE, IL\|Arlington Heights, IL	Current employment
KOVACK ADVISORS, INC.	Bd affiliated wealth	Jan 3, 2011	Dec 31, 2011	no	FT. LAUDERDALE, FL	Previous registration
KOVACK ADVISORS, INC.	Bd affiliated wealth	Oct 10, 2008	Dec 31, 2010	no	FT. LAUDERDALE, FL	Previous registration
SWBC INVESTMENT COMPANY	Independent wealth	Apr 1, 2008	Oct 27, 2008	no	SAN ANTONIO, TX	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 30, 2007	Apr 1, 2008	no	SCHAUMBURG, IL	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	Oct 24, 2006	Jan 31, 2007	no	SCHAUMBURG, IL\|MIDDLETON, WI	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	May 25, 2004	Oct 23, 2006	no	SCHAUMBURG, IL\|SCHAUMBURG, IL	Previous registration
NSA SECURITIES CORPORATION	n/a	Nov 30, 1998	Jun 10, 2004	no	SCHAUMBERG, IL	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
KOVACK ADVISORS, INC.	LATITUDE ADVISORS, LLC	Dec 31, 2011	Jan 9, 2012	9	Firm change	Other
SWBC INVESTMENT COMPANY	KOVACK ADVISORS, INC.	Oct 27, 2008	Oct 10, 2008	-17	Firm change	Other
OSAIC WEALTH, INC.	SWBC INVESTMENT COMPANY	Apr 1, 2008	Apr 1, 2008	0	Firm change	Other
CLIFTON GUNDERSON WEALTH ADVISORS	OSAIC WEALTH, INC.	Jan 31, 2007	Jan 30, 2007	-1	Firm change	Other
OSAIC WEALTH, INC.	CLIFTON GUNDERSON WEALTH ADVISORS	Oct 23, 2006	Oct 24, 2006	1	Firm change	Other
NSA SECURITIES CORPORATION	OSAIC WEALTH, INC.	Jun 10, 2004	May 25, 2004	-16	Firm change	Other

Relationships

Registered with (6)

→ LATITUDE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 9, 2012 to presentfactForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Jan 3, 2011 to Dec 31, 2011factForm ADV
→ SWBC INVESTMENT COMPANYRegistered adviserregistration: previous registration
Apr 1, 2008 to Oct 27, 2008factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 30, 2007 to Apr 1, 2008factForm ADV
→ CLIFTON GUNDERSON WEALTH ADVISORSRegistered adviserregistration: previous registration
Oct 24, 2006 to Jan 31, 2007factForm ADV
→ NSA SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 30, 1998 to Jun 10, 2004factForm ADV

Dated events

No dated event names this entity yet.