Gregory Donnell Cleare

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2006-03-01 → 2007-07-26
  Voya Financial Advisors, Inc.
  Humble, TX
  Fresno, TX
  Houston, TX

Other Businesses

ENTERTAINMENT-MOBILE DJ-RUBBER ROOM ENTERTAINMENT-OWNER,DJ, PHARMACY TECH, EDUCATION, DISABILITY, LONG TERM CARE, DBA: CLEARE FINANCIAL SOLUTIONS. POSITION: Financial Professional, Insurance Agent, NATURE: TAX STRATEGIES, RETIREMENT SERVICES, ESTATE PLANNING, RISK MGMT.INVESTMENTS, INSURANCE TRACE PHARMACY POSITION: PHARMACY TECHNICIAN NATURE: PHARMACY INVESTMENT RELATED: NO HOURS: 16 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2010 ADDRESS: 8104 SW FREEWAY, SUITE B, HOUSTON TX 77074 DESCRIPTION: PHARMACY TECHNICIAN TK GREYSON, INC POSITION: MEMBER NATURE: FAMILY TRUCKING BUSINESS HAULING CARGO ACROSS THE COUNTRY. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 07/08/2012 ADDRESS: 1903 TAYLOR CREEK DR, FRESNO TX 77545 DESCRIPTION: PASSIVE INVESTMENT RAN BY OTHERS. REAL ESTATE POSITION: REALTOR NATURE: SELLING HOMES, LEASING HOMES INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 1 START DATE: 08/01/2012 ADDRESS: 1903 TAYLOR CREEK DR, FRESNO TX 77545 DESCRIPTION: LICENSED REAL ESTATE AGENT IN THE HOUSTON AREA. PAIGE GREGGORY, INC INVESTMENT RELATED: Is Not Investment Related, NATURE: Freight and Logistics, POSITION: Freight Broker, START DATE: 2022-06-30, HOURS PER MONTH: 15 hours per month, SECURITIES TRADING HOURS; 0 hours per month during trading hours, COMPENSATION: Other Compensation, DESCRIPTION: Freight dispatch and Freight brokerage

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-25
• S63 Uniform Securities Agent State Law Examination
  2004-06-30