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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-07-27 |
Branch Locations
10710 Sikes Place Suite 140, Charlotte, NC 28277 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F.R. Ownen & Associates | Charlotte | NC | 04/1989 | Present |
| Self-Employed | Charlotte | NC | 08/1991 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 04/2004 | Present |
FINANCIAL INDEPENDENCE GROUP POSITION: broker NATURE: NON EQUITY INSURANCE PRODUCTS BROKERAGE INVESTMENT RELATED: YES PRODUCTS INCLUDE, LIFE INSURANCE, LONG TERM CARE, ANNUITIES (FIXED AND INDEXED) INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2010 ADDRESS: 19520 W Catawba Ave., Suite 200, Cornelius NC 28031 DESCRIPTION: I AM A LICENSED BROKER TO SELL NON SECURITY PRODUCTS THRU THIS FIRM. US RETIREMENT PARTNERS POSITION: registered representative NATURE: financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 10 START DATE: 06/04/2008 ADDRESS: 99 Wood Ave. S, Suite 201, Iselin NJ 08830, United States DESCRIPTION: registered representative and insurance services F.R. OWNEN & ASSOCIATES,Is Investment Related,,Financial Services,Financial Professional,2004-04-01,120 hours per month,120 hours per month during trading hours,Commission Compensation,Securities DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-18 |
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