Best Investors
Account
Sign in
Gwn Securities Inc. CRD 128929
$4.75B regulatory AUM 54 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-12-12 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
Dublin, VA • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Financial Advisors | Dublin | VA | 06/2006 | Present |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 08/2011 | Present |
VIRGINIA RETIREMENT SPECIALISTS INC NON-INVST RELATED 5409 THORNGSPRING CHURCH RD DUBLIN VA INDEPENDENT CONTRACTOR ONE MEMBER OF A NETWORK STARTED 3/1995 3 HOURS PER WEEK H & H SERVICES, INSURANCE POSITION: owner NATURE: My insurance business is apart from my investment planning services under GWN Securities, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/15/1994 ADDRESS: 5409 Thornspring Church Rd, Dublin VA 24084, United States DESCRIPTION: Contacting potential clients about life and supplemental insurance. H & H SERVICES, RENTALS POSITION: owner NATURE: rentals INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2001 ADDRESS: 5409 Thornspring Church Road, Dublin VA 24084, United States DESCRIPTION: Advertising and taking rentals for vacation property, and for a pasture. H & H LITERARY SERVICES POSITION: Owner NATURE: Books, speaking, website. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/1/2005 ADDRESS: 5409 Thornspring Church Road, Dublin VA 24084, United States DESCRIPTION: Sale of books, speaking fees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-15 |
Reach out to this advisor