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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-01-02 |
Branch Locations
940 West Valley Road Suite 1200, Wayne, PA 19087 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Wexford, PA • United States
2009 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities, Inc. | Pittsburgh | PA | 11/2007 | Present |
KADES MARGOLIS CORPORATION POSITION: FINANCIAL ADVISOR NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2008 ADDRESS: 2593 WEXFORD BAYNE ROAD, SUITE 103, SEWICKLEY PA 15143 DESCRIPTION: EDUCATING CLIENTS ON THEIR NEED FOR PARTICULAR TYPES OF LIFE INSURANCE OR LONG TERM CARE INSURANCE. DETERMINING WHETHER OR NOT A CLIENT HAS A NEED FOR THESE TYPES OF INSURANCE, AND WHEN APPROPRIATE MATCH THEIR NEEDS WITH THE MOST PRUDENT COMPANY/PRODUCT AVAILABLE. WORK WITH THE CLIENT TO FILL OUT THE APPLICATIONS AND FOLLOW UP ON THE PLACEMENT OF POLICIES. ALSO, TO REVIEW POLICIES WHEN NECESSARY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-21 |
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