Joshua Mccutcheon

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 08/2020
  Sirrah Inc.
  Little Rock, AR
• 07/2020 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

INSURANCE POSITION: Independent Agent NATURE: Providing life, disability, and long term care insurances. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/02/2020 ADDRESS: 201 Pecan St., Suite 100, Fort Worth TX 76107, United States DESCRIPTION: Informing clients of the needs of these different types of insurances and whether it fits where they are in life and then providing the client with different options in the different areas. Redwood Financial, Is Investment Related, "201 Pecan Street, Suite 100, Fort Worth, TX, 76102, United States", DBA, Financial Professional,2020-06-10,160 hours per month,160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales MCCUTCHEON WEALTH LLC INVESTMENT RELATED: Is Investment Related, ADDRESS: "3016 Antler Point Dr.,Fort Worth, TX, 76108, United States", Financial Advisor, START DATE: 5/15/2025,166 hours per month, 4 hours per month during trading hours, DESCRIPTION: This LLC was formed for tax and liability purposes with my work as a financial advisor with Redwood and GWN

Exams

• S66 Uniform Combined State Law Examination
  2020-09-15