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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-07-11 |
Branch Locations
940 West Valley Road Suite 1200, Wayne, PA 19087 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • 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 |
|---|---|---|---|---|
| Mass Mutual Financial Group | Springfield | MA | 06/2004 | Present |
| Gwn Securities Inc. | Palmb Each Gardens | FL | 07/2008 | Present |
ISN NETWORK POSITION: FINANCIAL ADVISOR NATURE: PROTECTING FAMILY OR INDIVIDUAL ASSETS IN CASE OF DEATH INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 01/01/2014 ADDRESS: 1525 FARADAY AVENUE, SUITE 140, SAN DIEGO CA 92008 DESCRIPTION: GETHERING INFORMATION TO SEE IF THERE IS A NEED FOR LIFE INSURANCE ASSURITY LIFE INSURANCE POSITION: FINANCIAL ADVISOR NATURE: USING ASSURITIES "ASSURED INCOME PROTECTOR" TO COMPARE PRICES OF PENSION OPTIONS INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2014 ADDRESS: P.O. BOX 82533, LINCOLN NE 68501-2533 DESCRIPTION: GATHERING INFORMATION TO SEE IF THE PRODUCT IS SUITABLE FOR THE CLIENT KADES MARGOLIS, Is Investment Related, DBA, Financial Professional, 07/15/2008,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-26 |
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