Rita Chaletar Pattaratornkosohn

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

• 02/2016 → 07/2021
  Unemployed
  Anaheim, CA
• 07/2021 → 10/2021
  Poke Co.
  Fullerton, CA
• 10/2021 → 07/2024
  Unemployed
  Anaheim, CA
• 07/2024 → 03/2025
  University Of California Riverside
  Riverside, CA
• 03/2025 → 02/2026
  Unemployed
  Anaheim, CA
• 09/2022 → 06/2025
  University Of California Riverside
  Riverside, CA
• 02/2026 → Present
  Gwn Securities
  Palm Beach Gardens, CA

Other Businesses

None Business name: LA Pension Planners, Business Address: 177 E Colorado Blvd #200, Pasadena, CA 91105, Position Held: Financial Advisor , Expected annual income: 40000, Compensation Type: Commissions, Hours Per Month: 160, Hours Per Month Trading: 160, Involvement status: ACTIVE, Start: 2026-03-01, Activity description: a DBA used for GWN Securities Registered Investment Advisor Representative that will conduct brokerage and advisory business, Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : YES, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): N/A Business name: LA Wealth Partners , Business Address: 177 E Colorado Blvd #200, Pasadena, CA 91105, Position Held: Financial Advisor , Expected annual income: 40000, Compensation Type: Commissions, Hours Per Month: 160, Hours Per Month Trading: 160, Involvement status: ACTIVE, Start: 2026-03-01, Activity description: a fixed only life insurance and annuity business, Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): N/A

Exams

• S66 Uniform Combined State Law Examination
  2025-12-03