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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-06-04 |
Branch Locations
4501 New Jesup Highway Unit 104, Brunswick, GA 31520 • 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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Brunswick | GA | 09/2014 | 05/2019 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 06/2019 | Present |
BRANDI LYDE WHITFIELD; No; 4501 NEW JESUP HIGHWAY, UNIT 104 BRUNSWICK; BRUNSWICK; GA; 31520; MEDICARE ADVANTAGE PRODUCTS AND MEDICARE SUPPLEMENTS; AGENT; 10/15/2010; 20; 15; SELL MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENTS TO CLIENTS WHO REQUEST THE PRODUCTS. HEALTH INSURANCE POSITION: Agent NATURE: Consulting and Selling Health insurance to clients INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2010 ADDRESS: 4501 New Jesup Highway, Suite 104, Brunswick GA 31520, United States DESCRIPTION: Consulting and Selling Health insurance to clients MEDICARE ADVANTAGE PRODUCTS AND MEDICARE SUPPLEMENTS POSITION: Agent NATURE: Health Insurance Sells INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2010 ADDRESS: 4501 New Jesup Highway, Suite 104, Brunswick GA 31520, United States DESCRIPTION: I meet with and sell Medicare Advantage and medicare Supplement Plans to clients who request the products. LIFE INSURANCE, LONG TERM CARE, FIXED ANNUITIES POSITION: Agent NATURE: Selling of insurance and financial services products INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2007 ADDRESS: 4501 New Jesup Highway, Suite 104, Brunswick GA 31520, United States DESCRIPTION: I assist clients by reviewing and selling Life insurance, long term care and fixed annuities and clients who need the products and are looking to purchase them. BLW FINANCIAL SERVICES, LLC POSITION: Owner/Managing Member NATURE: Assisting, advising and selling a variety of financial products and services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 04/16/2018 ADDRESS: 4501 New Jesup Highway, Suite 104, Brunswick GA 31520, United States DESCRIPTION: Assisting, advising and selling a variety of financial products and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-17 |
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