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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-01-11 |
Branch Locations
3143 South 840 East Suite 319, St. George, UT 84790 • 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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2012 | 01/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 07/2012 | 01/2017 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2017 | Present |
1) INSURANCE BROKERAGE | Investment Related: Yes | DBA Name: CAMBRIDGE FINANCIAL and IPC Financial | Position Held: Agent | Address: 3143 South 840 East Suite 319, ST GEORGE, UT 84790 | Start Date: 07/2012 | Nature of Activity: Life Insurance Brokerage | Approx Hrs Per Mth: 101-140 Hrs | Approx Trading Hrs Per Mth: 101-140 Hrs | Description of Duties: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. Health, Disability, Long Term Care Insurance license and work with multiple carriers with such lines of insurance. HOUSE RENTAL POSITION: Owner, Manager NATURE: House rental INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 980 McKinley Way, ST. GEORGE UT 84790, United States DESCRIPTION: Owner, manager of the property. Collect Rent, find tenants as needed, complete rental contract, and property maintenance as needed but it possible that this gets hired out depending on the issue at hand. Find and hire professionals to fix things as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-07 |
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