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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 2025-11-03
  • CA RA
    APPROVED
    Since 2025-11-03

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

Rancho Palos Verdes, CA • United States

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

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
American Campus Communities Irvine CA 05/2023 05/2024
American Campus Communities Irvine CA 05/2024 10/2024
La Pension Planners Pasadena CA 05/2025 Present
Ridgecrest Intermediate School Rancho Palos Verdes CA 01/2015 06/2017
Palos Verdes Peninsula High School Rolling Hills Estates CA 08/2017 06/2021
University Of California, Irvine Irvine CA 09/2021 06/2025
  • 05/2023 → 05/2024
    American Campus Communities
    Irvine, CA
  • 05/2024 → 10/2024
    American Campus Communities
    Irvine, CA
  • 05/2025 → Present
    La Pension Planners
    Pasadena, CA
  • 01/2015 → 06/2017
    Ridgecrest Intermediate School
    Rancho Palos Verdes, CA
  • 08/2017 → 06/2021
    Palos Verdes Peninsula High School
    Rolling Hills Estates, CA
  • 09/2021 → 06/2025
    University Of California, Irvine
    Irvine, CA
Other Businesses

1. LA PENSION PLANNERS POSITION: FINANCIAL ADVISOR | NATURE: FINANCIAL ADVISING FOR CLIENTS | COMPENSATION TYPE: COMMISSION | INVESTMENT RELATED: YES | NUMBER OF HOURS: 40 | SECURITIES TRADING HOURS: 20 | START DATE: MAY 1, 2025 | ADDRESS OF OBA: 177 E COLORADO BLVD #200, PASADENA, CA 91105 | DESCRIPTION OF YOUR DUTIES: PROVIDE FINANCIAL ADVISE AND CREATE FINANCIAL PORTFOLIOS FOR CLIENTS TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS. 2. LA WEALTH PARTNERS POSITION: FINANCIAL ADVISOR | NATURE: FINANCIAL ADVISING FOR CLIENTS | COMPENSATION TYPE: COMMISSION | INVESTMENT RELATED: YES | NUMBER OF HOURS: 0 | SECURITIES TRADING HOURS: 0 | START DATE: MAY 1, 2025 | ADDRESS OF OBA: 177 E COLORADO BLVD #200, PASADENA, CA 91105 | DESCRIPTION OF YOUR DUTIES: PROVIDE FINANCIAL ADVISE AND CREATE FINANCIAL PORTFOLIOS FOR CLIENTS TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-15
  • S66 Uniform Combined State Law Examination
    2025-07-15

View on SEC IAPD

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