Jeffrey Scott Leibfarth

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing

From the firm’s Form ADV. Read the guides:

Current Employers

Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2014-11-11

OH RA
APPROVED

Since 2014-11-11

Branch Locations

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Liberty Township, OH • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Gwn Securities Inc	Palm Beach Gardens	FL	11/2014	Present

11/2014 → Present

Gwn Securities Inc

Palm Beach Gardens, FL

Previous Registrations

2011-04-20 → 2014-11-11

Legend Advisory, Llc

Liberty Township, OH

Palm Beach Gardens, FL
2002-04-01 → 2003-12-04

Brecek & Young Advisors, Inc.

Cincinnati, OH

Other Businesses

DBA-FINANCIAL CONCEPTS & RETIREMENT STRATEGIES, INSURANCE & INVESTMENT AGENCY NAME: SALES OF FIXED ANNUITIES AND INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-07-24

S63 Uniform Securities Agent State Law Examination

1995-07-24

Other Names

Jeffrey S Leibfarth

View on SEC IAPD

Employer firm

Current Employers

Gwn Securities Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

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