Gavin S Merwin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 07/2020
  Retirement Consultants Network
  Adel, GA
• 01/2014 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 08/2020 → Present
  Your Onesource Solution
  Adel, GA

Other Businesses

FIXED INSURANCE PRODUCTS SUCH AS LIFE AND ANNUITIES POSITION: Internal Sales Director NATURE: Currently, administrative duties related to fixed insurance products such as life and annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 03/07/2016 ADDRESS: 125 S. Burwell Avenue, Adel GA 31620 DESCRIPTION: I currently only assit other representatives in administrative capabilities such as running illustrations, paperwork and sales concepts. I do not currently actively sell any of these products. BOYS & GIRLS CLUB OF THE GREATER COOK COUNTY BOARD OF DIRECTOR POSITION: Board of Director NATURE: Boys and Girls Club INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 05/28/2019 ADDRESS: 1200 N Hutchinson Ave, Adel GA 31620, United States DESCRIPTION: Act in the capacity of board of director. Volunteer at events. Approve minutes and financial statements. Oversee the actions of staff. SOFTWARE/TECHNOLOGY POSITION: COO NATURE: Technology/Software Development and Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/29/2020 ADDRESS: 125 S. Burwell Ave, Adel GA 31620, United States DESCRIPTION: Our firm is offering proprietary software that we are developing in-house. The software generally is designed tosupplement public school's payroll and finance software with additional features. BOARD OF DIRECTOR - BURN CULTURE POSITION: Board of Director NATURE: 501c3 Board Governance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/06/2020 ADDRESS: 125 S. Burwell Ave, Adel GA 31620, United States DESCRIPTION: Volunteer board position. WILD OAK FORGE POSITION: Owner NATURE: Blacksmithing, leather working, wood working INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 125 S. Burwell Avenue, Adel GA 31620, United States DESCRIPTION: Artisan craftsmanship, blacksmithing, leather working, woodworking WILDERNESS CAPITAL, LLC POSITION: CEO NATURE: Holding Company INVESTMENT RELATED: Is Not Investment Related, START DATE: 2017-08-23 NUMBER OF HOURS: 0 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, Other Compensation, DESCRIPTION: "Wilderness Capital, LLC is a holding company established to encapsulate my other OBAs." YOUR ONE SOURCE SOLUTION, Is Investment Related, DBA, Financial Professional, 01/01/2020,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-04
• S63 Uniform Securities Agent State Law Examination
  2015-08-13