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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-09-04 |
Branch Locations
500 E. Pitt St, Bedford, PA 15522 • 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Friends Cove Mutual Ins. Co | Bedford | PA | 11/2004 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 09/2015 | Present |
DBA-DEARMENT FINANCIAL SERVICES/FRIENDS COVE MUTUAL INSURANCE CO, 500 E PITT ST, BEDFORD, PA 15522, PRESIDENT & CEO, START 11/04, TIME 75% INCOME 64%/ GRINNELL MUTUAL INSURANCE COMPANY POSITION: Director NATURE: Grinnell Mutual Insurance Company (and its reinsurance arm - Grinnell Mutual Reinsurance Company) provide property/casualty insurance directly to consumers and reinsurance directly to mutual insurance companies. There are no investment products offered by Grinnell Mutual. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 06/26/2019 ADDRESS: 4215 Highway 146 South, P.O. Box 790, Grinnell IA 50112-0790, United States DESCRIPTION: Serve as a director on the board of Grinnell Mutual Insurance Company (and its reinsurance arm -Grinnell Mutual Reinsurance Company). Provide input on decisions affecting the company, its business plans and operational activities. BEDFORD METHODIST CHURCH INVESTMENT RELATED: Is Not Investment Related, ADDRESS "132 E John St, , Bedford, PA, 15522, United States", NATURE: Methodist Church, POSITION: Member of Administrative Board, 1/1/2026, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation DESCRIPTION: "Serve on the administrative board of the Bedford Methodist Church. Responsibilities include oversight of the church as a whole, including facilities, staff, operations, missions and other related aspects. This board functions in a similar way to a corporate board of directors, but adapted to plan and oversee the activities of a charitable religious organization." BEDFORD COUNT DEVELOPMENT ASSOCIATION INVESTMENT RELATED: Is Not Investment Related, ADDRESS": "One Corporate Dr., Suite 101, , Bedford, PA, 15522, United States", Bedford County Business Development, Member - Board of Directors, START DATE; 1/1/2026, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation DESCRIPTION: Serve as a member of the board of directors of the organization. The organization's stated mission is to "improve the quality of life in Bedford County through economic development while preserving our heritage and natural resources." In this role, I will one of twelve voting members of the Board of Directors that will guide the strategy and the management of the organization to help to develop Bedford County by making the county an attractive location for businesses to relocate, operate and grow our community."
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-11-19 |
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