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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/2007 | 01/2017 |
| Lincoln Investment | Palm Beach Gardens | FL | 01/2017 | 07/2021 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 10/2021 | Present |
INSURANCE SALES- LIFE, HEALTH AND VA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-05 |
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