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Current Employers
Gwn Securities Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-28
  • CA RA
    APPROVED
    Since 2025-07-28

Branch Locations

177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • United States

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

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

Pasadena, CA • 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
Spirit Christian Academy Tustin CA 01/2015 06/2021
Victory Foam Inc Irvine CA 07/2019 08/2021
Westmont College Santa Barbara CA 08/2021 05/2025
La Pension Planners Pasadena CA 06/2025 Present
Masterworks Agency Poulsbo WA 05/2022 08/2024
  • 01/2015 → 06/2021
    Spirit Christian Academy
    Tustin, CA
  • 07/2019 → 08/2021
    Victory Foam Inc
    Irvine, CA
  • 08/2021 → 05/2025
    Westmont College
    Santa Barbara, CA
  • 06/2025 → Present
    La Pension Planners
    Pasadena, CA
  • 05/2022 → 08/2024
    Masterworks Agency
    Poulsbo, WA
Other Businesses

1-- LA PENSION PLANNERS POSITION: Financial Representative NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 5/13/2025 ADDRESS: 177 E Colorado Blvd, Suite 200, Pasadena CA, United States DESCRIPTION: DBA for Securities Business / Financial Services 2-- LIFE & HEALTH INSURANCE POSITION: Registered Representative. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 160 TRADING HOURS: 0 START DATE: 5/13/2025 ADDRESS: 177 E Colorado Blvd, Suite 200, Pasadena CA, United States DESCRIPTION: Life Insurance sales to customers. 3-- PENSION 101 INVESTMENT RELATED: Is Not Investment Related, "457 W Allen Ave, Suite 110, San Dimas, CA, 91773, United States", Pension education and lead generation system, User/Rep,9/22/2025, 4 hours per month,0 hours per month during trading hours, Other Compensation DESCRIPTION: I will be a representative showing people how to use the educational platform. Compensation is based on a project basis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-30
  • S66 Uniform Combined State Law Examination
    2025-06-30

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