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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-12 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
1924 S. Osprey Ave. Suite 201 B, Sarasota, FL 34239 • 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 |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 01/2009 | Present |
FOUDATIONAL FUTURE POSITION: FINANCIAL PROFESSIONAL NATURE: DBA, TO HELP CLIENTS WITH THEIR LIFE, LONG TERM CARE, AND FIXED ANNUITY NEEDS. INVESTMENT RELATED: YES NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 15 START DATE: 02/01/2013 ADDRESS: 1924 S. Osprey Ave. Ste. 201 B, Sarasota, FL 34239 DESCRIPTION: I HELP CLIENTS WITH THEIR LIFE, LONG TERM CARE, AND FIXED ANNUITY NEEDS. I GOT INCORPORATED IN 2013 (FOUNDATIONAL FUTURE INC.) FOR TAX PUPOSES. Foundational Future is my DBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-02 |
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