Best Investors
Account
Sign in
Gwn Securities Inc. CRD 128929
$4.75B regulatory AUM 54 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-07-15 |
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
1 Park Plaza Suite 600, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 07/2010 | Present |
| Titanium Financial & Insurance Services Inc. | Irvine | CA | 08/2013 | Present |
SINCE 2001, I HAVE BEEN AN INDEPENDENT INSURANCE AGENT WITH FIXED INSURANCE COMPANIES TO SELL LIFE, HEALTH, FIXED ANNUITIES, PROPERTY CASUALTY INSURANCE ON COMMISSION WITH A TIME COMMITMENT OF 15 HOURS PER WEEK. IN 2013, TITANIUM FINANCIAL & INSURANCE SERVICES INC WAS ESTABLISHED AND I BECAME PART OWNER. I AM COMPENSATED BY SALARY. IN 2009, I BECAME A CERTIFIED TAX PREPARER AND BOOKKEEPING AS A SOLE PROPRIETOR. I CHARGE A FLAT FEE FOR TAX PREPARATION AND BOOKKEEPING SERVICES. I DEVOTE ABOUT 10 HOURS A WEEK DURING OFF SEASON AND 30 HOURS A WEEK DURING BUSY SEASON. TITANIUM FINANCIAL & INSURANCE SERVICES INC. POSITION: Director NATURE: Fixed Annuities, Life Insurance, Health, P&C INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2013 ADDRESS: 18100 Von Karman Ave, Suite 850, Irvine CA 92612, United States DESCRIPTION: Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-14 |
Reach out to this advisor