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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
719 W. Nyack Road Suite 30, West Nyack, NY 10994 • United States
1 Bridge Street Suite 97C, Irvington, NY 10533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Co. | Columbus | OH | 10/1988 | Present |
| Nationwide Advisory Services, Inc. | Yonkers | NY | 12/1989 | 01/2020 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2020 | Present |
- APPOINTED WITH NATIONWIDE INSURANCE COMPANIES, AFFILIATES OF NSLLC, TO SELL FIXED INSURANCE/ ANNUITY PRODUCTS AS WELL AS PROPERTY/CASUALTY INSURANCE DURING NORMAL MARKET HOURS AT THE BRANCH LOCATION. MEMBER OF THE YONKERS CHAMBER OF COMMERCE, BETTER BUSINESS BUREAU OF WHITE PLAINS, MEMBER OF THE REFORM TEMPLE OF ROCKLAND (PARISHONER), MEMBER OF THE MASTERS NETWORK PLATFORM (NETWORKING GROUP). INDIAN FIELD HUNTING & FISHING CLUB, INC & INDIAN FIELD ASSOCIATION, INC POSITION: Secretary NATURE: Recreational outdoor activities related to hunting and fishing, trail riding and hiking Currently, two of the members are insured with my property and casualty agency ( one a member and the other is a member/cousin of mine) Both of these P & C clients were clients prior to me being voted into this association and position of secretary. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2020 ADDRESS: Indian Field Road, White Lake NY 12786, United States DESCRIPTION: I have use of the property and lake. As stated above I was recently voted as Secretary of the Association to take the minutes and distribute to the 20 members including myself FRAN M WOLFSON-KEEGAN / WOLFSON-KEEGAN AGENCY POSITION: agent NATURE: INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/28/1988 ADDRESS: 1 Bridge Street, Suite 97C, Irvington, NY 10533 and 719 W. Nyack Road, Suite 30, West Nyack, NY 10994 DESCRIPTION: DBA, This name has been only used for advertising and only with my P & C business and Nationwide Life for Fixed commissions. I will be obtaining my P &C and BR license with this name as well to obtain appointments with P & C carriers that need to have my TBA/DBA listed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-17 |
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