Raymond Bernard Reed-Pouncy

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

• 05/2021 → 02/2022
  Td Ameritrade
  Southlake, TX
• 07/2020 → 05/2021
  Exceptional Home Healthcare
  Fort Worth, TX
• 08/2013 → 05/2021
  Crowley Isd
  Crowley, TX
• 02/2022 → 03/2022
  Kass Inc.
  Fort Worth, TX
• 03/2022 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

SPARK PROJECTS LLC, JASCARAT LLC, CLASSY VENTURE LLC ROLE: PARTNER, TYPE: RENTAL PROPERTY, START DATE: 06/24/2015, NOT INVESTMENT RELATED; ADDRESS: 10416 REATA ESTATES, MANSFIELD, TX 76063, NUMBER OF HOURS/MO: 1, DUTIES: KEEP UP WITH THE MAINTENANCE OF THE PROPERTY. REDWOOD FINANICIAL IS INVESTMENT RELATED, "DBA, INSURANCE SALES", FINANCIAL PROFESSIONAL, 2022-05-31, 160 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS, COMMISSION COMPENSATION, SECURITIES DBA USED IN CONJUNCTION WITH INVESTMENT SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-11
• S63 Uniform Securities Agent State Law Examination
  2021-09-21

Other Names

• Raymond Reed-Pouncy