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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2011-04-04 |
Branch Locations
1525 S. Shelby St., Indianapolis, IN 46203 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 07/2008 | Present |
| Mcgee Financial Services, Inc | Indianapolis | IN | 05/2005 | Present |
| Midwest Deferred Compensation Specialists, Llc | Indianapolis | IN | 12/2011 | Present |
LIFE INSURANCE, ANNUITIES, HEALTH, LTC POSITION: SALES AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 2 START DATE: 02/01/1994 ADDRESS: 1525 S. Shelby Street, Indianapolis IN 46203 DESCRIPTION: SALES AND SERVICE MCGEE FINANCIAL SERVICES, INC POSITION: PRESIDENT NATURE: A S CORP USED FOR TAX PURPOSES. INVESTMENT RELATED: NO NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 4 START DATE: 05/11/2005 ADDRESS: 1525 S. SHELBY STREET, INDIANAPOLIS IN 46203 DESCRIPTION: I HAVE MCGEE FINANCIAL SERVICES, INC REGISTERED WITH THE STATE OF INDIANA AND FLOW ALL NON-REGISTERED BUSINESS THRU THAT ENTITY FOR TAX PURPOSES. MIDWEST DEFERRED COMPENSATION SPECIALISTS, LLC POSITION: VICE PRESIDENT NATURE: A LLC FOR TAX PURPOSES INVESTMENT RELATED: NO NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 4 START DATE: 12/14/2011 ADDRESS: 1525 S. SHELBY STREET, INDIANAPOLIS IN 46203 DESCRIPTION: WE FLOW NON-REGISTERED BUSINESS THRU THIS ENTITY FOR TAX PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-18 |
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