Patrick James Bello

Gwn Securities Inc.

Palm Beach Gardens, FL

Palm Beach Gardens, FL

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Current Employers

Gwn Securities Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-02-14

PA RA
APPROVED

Since 2023-02-14

Branch Locations

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

940 West Valley Road Suite 1200, Wayne, PA 19087 • 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

Organization	City	State	From	To
Mutual Of Omaha Investor Services	Omaha	NE	06/2013	01/2020
Mutual Of Omaha	Omaha	NE	05/2013	01/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pittsburgh	PA	05/2020	11/2022
Unemployed	Pittsburgh	PA	01/2020	04/2020
Gwn Securities, Inc.	Palm Beach Gardens	FL	02/2023	Present

06/2013 → 01/2020

Mutual Of Omaha Investor Services

Omaha, NE
05/2013 → 01/2020

Mutual Of Omaha

Omaha, NE
05/2020 → 11/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsburgh, PA
01/2020 → 04/2020

Unemployed

Pittsburgh, PA
02/2023 → Present

Gwn Securities, Inc.

Palm Beach Gardens, FL

Previous Registrations

2020-07-23 → 2022-11-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsburgh, PA

Upper Saint Clair, PA

Boston, MA

Pittsburgh, PA

Other Businesses

Kades-Margolis Corporation - DBA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-22
S63	Uniform Securities Agent State Law Examination	1997-10-20

S65 Uniform Investment Adviser Law Examination

2020-07-22
S63 Uniform Securities Agent State Law Examination

1997-10-20

View on SEC IAPD

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