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Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Market timing

From the firm’s Form ADV. Read the guides:

Current Employers
Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-03-17
  • CA RA
    APPROVED
    Since 2014-03-17

Branch Locations

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

21515 Hawthorne Blvd. Second Floor Gg, Torrance, CA 90503 • United States

Warwick, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwn Securities Inc Palm Beach Gardens FL 03/2014 Present
Previous Registrations
Other Businesses

BACK OFFICE ASSOCIATES, LLC POSITION: Consultant/Property Manager NATURE: Consultant on blue collar projects for the business INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2017 ADDRESS: 77 Drew Road, Warwick NY 10990, United States DESCRIPTION: Property management. Consult on blue collar projects THE GALEB GROUP, Is Investment Related, DBA, Financial Professional, 03/17/2014,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. BIDWELL ENVIRONMENTAL, LLC POSITION: Business Manager NATURE: Bidwell Environmental, LLC is my mother's environmental science and consulting firm in the state of New York. It's primary goal is to oversee work sites in the tri-state area to make sure they are conforming to federal and state regulations in regards to environmental safety and procedures. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1353 Kings Highway, Sugar Loaf NY 10981, United States DESCRIPTION: Iwill be working remotely on an as-directed basis to assist Bidwell Management in the areas of business profitability, collections, project management/budgeting controls compliance, invoicing and payroll. LIFE INSURANCE POSITION: Producer NATURE: Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2014 ADDRESS: 21515 Hawthorne Blvd, 2nd Floor, Torrance CA 90503, United States DESCRIPTION: Sale of insurance products to clients. COUNTER POINT THOROUGHBREDS, LLC Is Not Investment Related, Horse Ownership/Breeding/Sales, Managing Partner, 2022-02-01, 10 hours per month, 5 hours per month during trading hours, No Compensation Compensation,Managing partner for Counter Point Thoroughbreds, LLC. Duties include horse selection, breeding selection and partnership face (being the main connection point to the trainer). No compensation for position. Winnings made on the track or revenues from horse sales will be invested back into the company. EVESTAR Is Not Investment Related, "501 E Las Olas Blvd Suite, Suite 319, Fort Lauderdale, FL, 33301, United States", User Generated Content Creator, Content Creator, 6/14/2024, 2 hours per month, 2 hours per month during trading hours, No Compensation Compensation, DESCRIPTION: "My wife works for a company named Evestar who is a digital marketing firm that places content creators with firms looking to sell products. She will make her own content for them, as well, and get paid for those videos created. Often times, she is in need of male content creators and will offer me to her firm. She has done this with Hard Rock Cafe and Reel Life. I make no compensation for making these videos and my wife does all the work in filming, writing, editing etc. However, the merchandise that the firm sends her to film we do get to keep. And my wife is being paid by the firm in both annual salary and invoices directly for the videos created." METZGER WEALTH MANAGEMENT, LLC Is Investment Related, "77 Drew Road, , Warwick, NY, 10990, United States", LLC for Financial Advisor practice, Financial Advisor, 11/4/2025, 120 hours per month, 120 hours per month during trading hours, Commission Compensation DESCRIPTION: This is the formation of an LLC for my advisor business with GWN Securities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-19
  • S66 Uniform Combined State Law Examination
    2013-11-19
Other Names
  • Ryan Metzger

View on SEC IAPD

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