Donald P. Corl

LATITUDE ADVISORS

HOLLIDAYSBURG, PA

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CRD#: 1027035

Professional summary

Donald Paul Corl JR, who also goes by Donald Paul Corl, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Hollidaysburg, Pennsylvania and GWN SECURITIES INC. located in Palm Beach Gardens, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Donald has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald Paul Corl

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 02/1997 TO PRESENT - LIMITED ASSET GROUP, PO BOX 44, HOLLIDAYSBURG, PA 16648; TITLE-INSURANCE AGENT; DUTIES-SELLING TERM INSURANCE; TIME SPENT-10-15%; COMPENSATED BY COMMISSIONS FROM INSURANCE COMPANY. 2. 01/2010 - PRESENT - LATITUDE ADVISORS, LLC - IA REP - COMPENSATED VIA FEES - 5% OF TIME BROKERS SOURSE POSITION: SALES NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 01/03/2011 ADDRESS: 116 FEDERAL STREET, SUITE 260, PITTSBURGH PA 15212 DESCRIPTION: LIFE INSURANCE AND FIXED ANNUITY BUSINESS UNITED ASSET GROUP POSITION: SALES NATURE: INVESTMENT INVESTMENT RELATED: YES NUMBER OF HOURS: 185 INVESTMENT RELATED HOURS: 8 START DATE: 02/03/1997 ADDRESS: P.O. BOX 44, HOLLIDAYSBURG PA 16648 DESCRIPTION: ASSITING CLIENTS WITH THEIR FINANCIAL NEEDS AND GOALS WITH MUTUAL FUNDS AND VARIABLE ANNUITIES. ASSOCIATION POSITION: Republican Comittee Representaive NATURE: Political in nature. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2014 ADDRESS: 124 Lakeview Drive, Hollidaysburg PA 16648 DESCRIPTION: To elect Republican Chairman and pass information along to the voters of the area that I represent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Paul Corl JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 11, 2010 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

HOLLIDAYSBURG, PA

Current

November 3, 2009 - Present

GWN SECURITIES INC.

Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764

RIA

CRD#: 128929

Palm Beach Gardens, FL

Past

June 27, 2003 - November 10, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

HOLLIDAYSBURG, PA

Past

January 1, 2002 - July 3, 2003

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

February 13, 1997 - January 1, 2002

BMA FINANCIAL SERVICES, INC.

CRD#: 7943

KANSAS CITY, MO

Past

September 4, 1985 - February 13, 1997

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

March 2, 1983 - October 9, 1984

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

March 2, 1983 - October 9, 1984

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

February 1, 1982 - March 21, 1983

SIGNATOR INVESTORS, INC.

CRD#: 468

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(11/3/2009)

Pennsylvania
(11/3/2009)

IAR

Pennsylvania
(1/11/2010)

West Virginia
(11/16/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/25/1982

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Donald P. Corl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Paul Corl JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION INVESTMENT SERVICES, INC.

LOCUST STREET SECURITIES, INC.

BMA FINANCIAL SERVICES, INC.

WADDELL & REED

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2009

Series 63

Date: 4/8/1982

SIE

Date: 10/1/2018

Series 6

Date: 1/25/1982

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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