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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-03-25 |
Branch Locations
940 West Valley Road Suite 1200, Wayne, PA 19087 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
Export, PA • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 02/2004 | Present |
LIFE INSURANCE LTC, AND FIXED ANNUITIES POSITION: AGENT NATURE: INSURANCE AND FIXED ANNUITIES INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 2 START DATE: 11/11/2011 ADDRESS: 631 GAIL DR, VERONA PA 15147 DESCRIPTION: I SELL LIFE INSURANCE, LTC, AND FIXED ANNUITIES TO PROSPECTIVE CLIENTS OR CLIENTS. Kades Margolis,Is Investment Related,,Financial Services,Financial Professional,2004-03-17,120 hours per month,120 hours per month during trading hours,Commission Compensation,"DBA for financial services position,"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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