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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-12-06 |
Branch Locations
940 West Valley Road Suite 1200, Wayne, PA 19087 • 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
Lehi, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 04/2004 | Present |
LIFE INSURANCE POSITION: PRODUCER NATURE: LIFE INSURANCE AND FIXED ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 4 START DATE: 10/01/2009 ADDRESS: 1525 FARADAY AVE #140, CARLSBAD CA 92008 DESCRIPTION: PLACING INSURANCE PRODUCTS TO HELP CLIENTS FULFILL INSURANCE NEEDS AS A PART OF THEIR FULL FINANCIAL PICTURE ECHO FINANCIAL SERVICES LLC POSITION: Owner/Advisor NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2016 ADDRESS: 706 myrtle ct, New Cumberland PA 17070 DESCRIPTION: Financial Advisor WEST JORDAN ACE HARDWARE POSITION: owner NATURE: retail INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 05/08/2016 ADDRESS: 7101 S Redwood Rd, West Jordan UT 84084, United States DESCRIPTION: Owner. Magange finances and inventory KADES MARGOLIS,Is Not Investment Related,,DBA/Financial Services,Registered Rep,2004-04-28,160 hours per month,160 hours per month during trading hours,Commission Compensation,DBA/Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-07 |
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