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Current Employers
Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-08-03
  • PA RA
    APPROVED
    Since 2018-08-03

Branch Locations

940 West Valley Road Suite 1200, Wayne, PA 19087 • United States

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA

Churchville, PA • United States

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kades-Margolis Wayne PA 01/2017 Present
West Chester University West Chester PA 08/2012 12/2016
Gwn Securities, Inc. Palm Beach Gardens FL 03/2018 Present
  • 01/2017 → Present
    Kades-Margolis
    Wayne, PA
  • 08/2012 → 12/2016
    West Chester University
    West Chester, PA
  • 03/2018 → Present
    Palm Beach Gardens, FL
Other Businesses

KADES MARGOLIS,Is Investment Related,"23 Dawn Drive, , Churchville, PA, 18966, USA", "DBA/Financial services, Insurance Sales, sales manager,"Agent/Registered Rep ,2014-12-15,120 hours per month,120 hours per month during trading hours, Commission Compensation, "Recruit, train and develop new advisors to the firm to perform various activities within our niche market. Participate in management meetings to assist in company's growth and client service initiatives."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2018-08-03
Other Names
  • Jeffrey John Miller

View on SEC IAPD

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