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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-12-06 |
| NY | RA | APPROVED | 2021-12-02 |
Branch Locations
70 New Canaan Ave., Norwalk, CT 06850 • 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 |
|---|---|---|---|---|
| Mt Vernon Bd Of Education | Mt Vernon | NY | 09/1970 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 06/2015 | Present |
1)OLDHAM RESOURCE GROUP DBA FINANCIAL SERVICES, FIXED INSURANCE AND ANNUTIES SALES. 2)TAX PREPARATION POSITION: SELF EMPLOYED NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2016 DESCRIPTION: TAX PREPARATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-08 |
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