Dago Berto Casco

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

• 09/2020 → 12/2021
  Pfs Investments Inc.
  Boynton Beach, FL
• 12/2016 → Present
  Bcd Travel
  Atlanta, GA
• 02/2005 → 12/2016
  American Express Global Business Travel
  Miami, FL
• 04/2004 → 12/2021
  Primerica Financial Services
  Boynton Beach, FL
• 02/2022 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2021-10-29 → 2021-12-31
  Pfs Investments Inc.
  Hialeah, FL

Other Businesses

CASCO INSURANCE GROUP Investment-related: YES, ADDRESS: 777 Brickell Ave. Ste. 500 Miami FL, 33131, NATURE: Property & Casualty, Life and Health Insurance Sales, POSITION: Insurance Agent TITLE: Principal, START DATE: 01/01/2022, HOURS PER MONTH: 20hrs, SECURITIES TRADING HOURS: 20hrs, DUTIES: CASCO INSURANCE GROUP is a full service Insurance and Financial Services agency. It will offer insurance and investment related products. BCD Travel Investment-related: NO, ADDRESS: 6 Concourse Pkwy #2400, Atlanta, GA 30328, NATURE: Corporate Business Travel, POSITION: Business Analyst, START DATE: 12/12/2016, HOURS PER MONTH: 20hrs, SECURITIES TRADING HOURS: 20hrs, DUTIES: Process improvement, Client implementation and Quality Control ITA INTERNATIONAL HOLDINGS LLC / Investors Trust Assurance SPC, Is Investment Related, "1450 Brickell Ave, Suite 1450, Miami, FL, 33131, United States" Unit Linked Insurance Plan (ULIP) product offering, Insurance Advisor, 2022-06-30, 4 hours per month, 4 hours per month during trading hours, Commission Compensation, ABMM FINANCIAL, Is Investment Related, DBA, Financial Professional, 2022-02-04,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment and Advisory Sales.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-07
• S65 Uniform Investment Adviser Law Examination
  2021-10-19

Other Names

• Dagoberto Casco
• Dago B Casco
• Dago Casco