Tyler James Funk

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

• 05/2017 → 08/2019
  Gunton Corporation
  Warren, PA
• 08/2020 → 12/2022
  Lions Gate Wealth Management
  Warren, PA
• 05/2022 → 08/2022
  Ga Investment Management
  Seven Fields, PA
• 06/2023 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 12/2022 → 06/2023
  Unemployed
  Valencia, PA
• 05/2020 → 08/2020
  Walmart
  Gibsonia, PA
• 08/2019 → 12/2022
  Liberty University
  Lynchburg, VA
• 06/2013 → 05/2017
  Full-Time Highschool/Middle School Student
  Valencia, PA

Other Businesses

KADES MARGOLIS POSITION: Agent NATURE: DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 6/9/2023 ADDRESS: 940 West Valley Road Suite 1200 Wayne, PA 19087, United States DESCRIPTION: Life Insurance sales to customers, Financial Services

Exams

• S66 Uniform Combined State Law Examination
  2021-08-14