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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-16 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
1130 Business Center Dr. Suite 2000, Lake Mary, FL 32746 • United States
506 S. Highway 27 Suite 100, Minneola, FL 34715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 07/2015 | 08/2018 |
| Premier Insurance | Clermont | FL | 02/2015 | Present |
| Royal Alliance | Clermont | FL | 08/2018 | 02/2020 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 02/2020 | Present |
KIWANIS CLUB OF SOUTH LAKE; POSITION: President NATURE: This is a nonprofit group that supports the children of the local area INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2018; ADDRESS: PO Box 120175, Clermont FL 34712, United States; DESCRIPTION: I am a voting member on the activities of the club.; I volunteer to help with any service projects they may have. PROPERTY & CASUALTY INSURANCE AGENT POSITION: Insurance Producer NATURE: Property and Casualty Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/31/2020 ADDRESS: 498 S Lake Destiny Dr, Orlando FL 32810, United States DESCRIPTION: Consult clients on their P & C Insurance VOYAGE RETIREMENT SOLUTIONS,Is Investment Related, DBA/Financial Services, Registered Rep, 2020-02-20,160 hours per month,160 hours per month during trading hours, Commission Compensation, DBA/Financial Services WOMEN'S GIVING ALLIANCE Is Not Investment Related, "2150 Oakley Seaver Dr, Clermont, FL, 34711, United States", Philanthropic group, President, 10/1/2024, 2 hours per month, 0 hours per month during trading hours, Oversee fundraising activities to raise money to give away to local non-profit groups. No access to cash or accounts for the club. MINNEOLA EXECUTIVE CENTER INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "506 S Highway 27, Ste 100, Minneola, FL, 34715, United States", NATURE: Suite Rentals, POSITION: Owner, START DATE: 5/1/2025, NUMBER OF HOURS: 4 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, COMPENSATION: Hourly Compensation, DESCRIPTION: I manage the executive suites and conference center rental to the general public. This is not investment related. I will not commingle funds between the 2 companies. SOS CONSTRUCTION INVESTMENT RELATED: Is Not Investment Related, "22503 Dusty Ln, , Groveland, FL, 34736, United States", Construction Company, Owner/Bookkeeper, 12/15/2025, 5 hours per month, 0 hours per month during trading hours, No Compensation Compensation, My new husband owns a construction company and I assist with the bookkeeping for it. He is making me 40% owner as we are newly married.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-29 |
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