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CRD 7988867
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 | 2024-11-18 |
Branch Locations
2900 Plank Road, Altoona, PA 16601 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
319 South Pennsylvania Ave, Greensburg, PA 15601 • 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 |
|---|---|---|---|---|
| Hometown Diner | Connelsville | PA | 06/2012 | 04/2023 |
| Dinkinc3 | Washington | PA | 04/2023 | 09/2024 |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 10/2024 | Present |
KADES-MARGOLIS POSITION: SALES REPRESENTATIVE NATURE: DBA/FINNACIAL SERVICES/INSURANCE SALE OF FIXED ANNUITITES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 10/01/2024 ADDRESS: 1 NORTHGATE SQUARE, GREENSBURG PA 15601 DESCRIPTION: DBA/FINANCIAL SERIVES/LIFE INSURANCE SALES FIXED ANNUITY SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
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