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1 University Drive Suite 400, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-23 |
Branch Locations
1 University Drive Suite 400, Newtown, PA 18940 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gage Wealth Management Group | Newtown | PA | 03/2013 | Present |
1. G & G STRATEGIES, INSURANCE RELATED, 133 FRANKLIN CORNER RD LAWRENCEVILLE NJ 08648, OWNER, 3/1/2012, 15 HPM 5 DTH, MARKETING FIXED INSURANCE PRODUCTS TO BROKER. 2. GWM GROUP, INSURANCE RELATED, 133 FRANKLIN CORNER RD LAWRENCEVILLE NJ 08648, OWNER, 2009, 15 HPM 5 DTH, INSURANCE. 3. G&G UNDERWRITERS; INVESTMENT RELATED: NO; 411 S STATE ST STE 1A; POSITION TITLE: SALES/MARKETING ; MARKETING OF SALES AND UNDERWRITING P&C PRODUCTS; START DATE WITH BUSINESS: 2019-11-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 10; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 12
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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