SD
Sean M. Davis
LATITUDE ADVISORS
PALM HARBOR, FL 34684
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CRD#: 4902887
SD
Professional summary
Sean Michael Davis, CFP® is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Palm Harbor, Florida and GWN SECURITIES INC. located in Clearwater, Florida.
Sean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Sean has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
01-05 TO PRESENT - SEAN DAVIS, CPA, PA 2680 WEST LAKE ROAD,PALM HARBOR, FL 34684; TITLE-OWNER / CPA; DUTIES-TAX PREPARATION/ACCTG/CONSULTING; TIME SPENT-95%; COMPENSATED HOURLY. 11-09 TO PRESENT - LATITUDE ADVISORS LLC; VERO BEACH, FL; DUTIES - INVESTMENT ADVISOR REP; TIME SPENT-2 HOURS/WK PALM HARBOR EXECUTIVE CENTRE CONDOMINIUM ASSOCIATION, INC POSITION: Owner NATURE: business condo START DATE: 2005-01-14 HOURS: 0 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours ADDRESS: 2680 W Lake Rd, Palm Harbor, FL DESCRIPTION: I own commercial real estate personally which operates the CPA and investment businesses. No rental income is received. REAL ESTATE INVESTMENT OWNER POSITION: Owner NATURE: Real Estate START DTAE: 2020-01-28 HOURS: 0 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: Owner of Real Estate - operate CPA practice from this location ADDRESS: 29605 US Hwy 19 N, Suite 260, Clearwater, FL, 33761, United States
CRS (Client Relationship Summary) - RIA
Click below to view Sean Michael Davis's 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®
Experience
Current
January 19, 2010 - Present
LATITUDE ADVISORS, LLC
Office #1: 2680 West Lake Road, Palm Harbor, FL 34684RIA
CRD#: 151001
PALM HARBOR, FL
Current
November 3, 2009 - Present
GWN SECURITIES INC.
Office #1: 29605 Us Hwy 19n Suite 260, Clearwater, FL 33761RIA
BD
CRD#: 128929
CLEARWATER, FL
Past
March 1, 2006 - November 12, 2009
MEDALLION ADVISORY SERVICES, LLC
RIA
CRD#: 113788
PALM HARBOR, FL
Past
January 21, 2005 - November 12, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
PALM HARBOR, FL
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".
LA
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.RR
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
RR
Florida(11/3/2009)
IAR
Florida(1/19/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)Upgrade to AdvisorCheck Premium
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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
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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Company Information
LATITUDE ADVISORS, LLC
CRD#: 151001Palm Harbor, FL 34684TRUST BUT VERIFY
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