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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-01-20 |
Branch Locations
11940 Jollyville Road Suite 325S, Austin, TX 78759 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
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 |
|---|---|---|---|---|
| Quantum Pension Services | Dallas | TX | 03/1995 | Present |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 01/2005 | Present |
LIFE AND FIXED ANNUITY SALES. TRANSAMERICA LIFE GREAT AMERICAN LIFE SRK INSURANCE & FINANCIAL SERVICES POSITION: OWNER NATURE: LIFE INSURANCE AND FIXED ANNUITIES (403(B)'S) INVESTMENT RELATED: YES HOURS: 4 INVESTMENT RELATED HOURS: 1 START DATE: 06/06/1994 ADDRESS: 8500 BLUFFSTONE COVE B-202, AUSTIN TX 78759 DESCRIPTION: SELL LIFE INSURANCE, FIXED ANNUITIES SRK FINANCIAL GROUP INVESTMENT RELATED: Is Investment Related, ADDRESS: "11940 Jollyville Rd., Suite 325s, Austin, TX, 78759, United States", NATURE: Financial Services, POSITION: Financial Advisor, START DATE: 8/11/1994, HOURS: 40 hours per month, INVESTMENT RELATED HOURS: 40 hours per month during trading hours, DESCRIPTION: Financial Services & DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-22 |
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