Best Investors Account Sign in
Current Employers
Gwn Securities Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2013-02-26
  • MI RA
    APPROVED
    Since 2013-02-26

Branch Locations

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

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

Grand Haven, MI • United States

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
Gwn Securities Inc. Palm Beach Gardens FL 02/2013 Present
Crg Advisors Grand Rapids MI 02/2015 Present
  • 02/2013 → Present
    Palm Beach Gardens, FL
  • 02/2015 → Present
    Crg Advisors
    Grand Rapids, MI
Previous Registrations
  • 2010-07-07 → 2013-02-15
    Legend Advisory, Llc
    Grand Rapids, MI
    Palm Beach Gardens, FL
  • 2010-06-21 → 2010-07-06
    Troy, MI
    Grand Rapids, MI
    Troy, MI
Other Businesses

CRG ADVISORS POSITION: OWNER NATURE: DBA, AND INSURANCE BUSINESS. INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/18/2015 ADDRESS: 2145 ANTEBELLUM CT. NW, GRAND RAPIDS MI 49504 DESCRIPTION: INSURANCE BUSINESS - LIFE INSURANCE, LTC, FIXED ANNUITY, D.I., HEALTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-07
  • S66 Uniform Combined State Law Examination
    2005-09-07
Designations
Other Names
  • David Karl

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor