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Gpwa, LLC CRD 170171
$108M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Nashville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-29 |
Branch Locations
920 South Street, Unit #207, Nashville, TN 37203 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Brentwood | TN | 12/2008 | 12/2018 |
| Mml Investor Services | Brentwood | TN | 12/2008 | 12/2018 |
| Capital Financial Group | Brentwood | TN | 12/2008 | 12/2018 |
| Horter Investment Management, Llc | Cincinnati | OH | 12/2018 | 12/2019 |
| Assurance Financial Partners | Franklin | TN | 12/2018 | Present |
| Apo Financial Services, Llc | Westminster | CO | 12/2019 | Present |
| Gramercy Park Wealth Advisors, Llc (Gpwa Llc) | Nashville | TN | 09/2020 | Present |
1). Assurance Financial Partners, non-investment related, 348 Cool Springs Blvd. Ste. B, Franklin TN 37067, Insurance Sales, Insurance Producer since 12/4/2018, hours per month: 10; Hours during trading: 0 2). Gramercy Park Wealth Advisors, LLC (GPWA, LLC) Investment Related, 2400 Barton Avenue, Nashville, TN 37212, Investment Advisor Representative & Registered Representative since 09/2020; hours per month: 10; Hours during trading: 0 3). National Gold Consultants; Investment Related; 2935 Sharon Hill Circle, Nashville Tennessee 37215; Precious Metals Wholesaler; Sales Representative Since 01/2021; Hours Per Month: 10; Hours During Trading: 5
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2007-02-16 |
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