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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-04-18 |
Branch Locations
7400 University Ave, Ste E, Clive, IA 50325 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 09/2004 | 11/2018 |
| Financial Management Services Of America | Lafayette | LA | 11/2018 | Present |
INSURANCE NETWORK AMERICA POSITION: AGENT NATURE: LIFE INSURANCE AND ANNUITIES INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 04/02/2012 ADDRESS: 1487 S. DAVID LANE, BOISE ID 83705 DESCRIPTION: LIFE INSURANCE AND ANNUITIES 2. TAX SERVICES SERVICES BEGAN 7/1/13. THE SERVICE WILL BE/HAVE BEEN PERFORMED IN OUR OFFICE AT 7400 UNIVERSITY AVE. SUITE E, CLIVE, IA 50325 HOUR OF THESE SERVICES AND TIME DEVOTED TO THIS SERVICE VARIES DEPENDING ON NEED. MICHAEL MCCLIMON IS THE OWNER/OPERATOR. WE FILE AND PREPARE TAXES FOR INDIVIDUALS AND COUPLES. 3. COMPLETING AND SUBMITTING THE FAFSA APPLICATION FOR NEW AND CONTINUING COLLEGE STUDENTS. BEGAN 7/1/13 AT OUR OFFICE OF: 7400 UNIVERSITY AVE, SUITE E, CLIVE, IA 50325 MICHAL MCCLIMON IS THE OWNER/OPERATOR. HOURS/TIME VARIES DEPENDING ON NEED OF THIS SERVICE. TAX SERVICE POSITION: PRESIDENT/OWNER NATURE: TAX SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 50 INVESTMENT RELATED HOURS: 10 START DATE: 07/01/2013 ADDRESS: 7400 UNIVERSITY AVE., SUITE E, CLIVE, IA 50325 DESCRIPTION: FILING, OR DOING AMENDMENTS TO CURRENT AND PAST YEAR TAX RETURNS.EDUCATING THE CLIENT ABOUT TAXES. FAFSA FEDERAL FINANCIAL AID ASSISTANCE POSITION: PRESIDENT/OWNER NATURE: FAFSA FEDERAL AID ASSISTANCE APPLICATIONÂ INVESTMENT RELATED: NO NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 5 START DATE: 07/01/2013 ADDRESS: 7400 UNIVERSITY AVE., SUITE E, CLIVE IA 50325 DESCRIPTION: ASSISTING NEW AND CURRENT COLLEGE STUDENTS WITH THEIR FAFASA COLLEGE AID APPLICATION. COMPLETING THEIR APPLICATION AND SUBMITTING THE APPLICATION FOR THE CLIENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-15 |
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