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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-09-17 |
Branch Locations
Northfield, NJ • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Offices Of Patrick Geubtner | Northfield | NJ | 09/1998 | Present |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 09/2013 | Present |
PATRICK F. GEUBTNER LAW OFFICE WILLS AND TRUSTS OWNER 5/2002 - PRESENT 2 HOURS / MONTH $ 200.00 / MONTH INSURANCE AGENT MULTIPLE CARRIERS FOR LIFE, DISABILITY AND LONG-TERM CARE DBA DAEDALUS PARTNERS GEUBTNER ADVISORS &ASSOCIATES POSITION: Financial Advisor NATURE: Investments IN 403(B) INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 200 START DATE: 09/28/2013 ADDRESS: PO BOX 834, NORTHFIELD NJ 08225 DESCRIPTION: DBA/Financial Services LIFE INSURANCE, LONG TERM CAR INSURANCE, FIXED ANNUITIES AND INDEXED ANNUITIES POSITION: Sales Agent NATURE: selling insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2016 DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 2003-08-15 |
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