Paul James Mckee

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

• 01/2013 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2006-06-14 → 2007-11-13
  Obsidian Financial Group, Llc
  Cutchogue, NY
  Cutchogue, NY

Other Businesses

LIFE INSURANCE POSITION: rep NATURE: life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: 375 Laurelwood Dr, Laurel NY 11948-1716, United States DESCRIPTION: Calling an insurance broker for a quote if one of my clients expresses a need. CGAA, Inc., Is Investment Related, DBA, Financial Professional, 01/29/2013,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-12
• S63 Uniform Securities Agent State Law Examination
  1991-01-03