Best Investors
Account
Sign in
Gwn Securities Inc. CRD 128929
$4.75B regulatory AUM 54 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-27 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
940 West Valley Road Suite 1200, Wayne, PA 19087 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twinbridge Financial | Wayne | PA | 10/2016 | 05/2025 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 05/2025 | Present |
1-- KADES MARGOLIS POSITION: Financial Representative NATURE: DBA COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 5/21/2025 ADDRESS: 940 West Valley Road Wayne, PA 19087, United States DESCRIPTION: DBA; Life Insurance sales to customers; and Financial Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
Reach out to this advisor