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Current Employers
Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-16
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2015 → 08/2018
    Palm Beach Gardens, FL
  • 02/2015 → Present
    Premier Insurance
    Clermont, FL
  • 08/2018 → 02/2020
    Royal Alliance
    Clermont, FL
  • 02/2020 → Present
    Palm Beach Gardens, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-13
S63 Uniform Securities Agent State Law Examination 2002-04-29
  • S65 Uniform Investment Adviser Law Examination
    2022-05-13
  • S63 Uniform Securities Agent State Law Examination
    2002-04-29
Other Names
  • Nancy Ann Henderson
  • Nancy Ann Anstey

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