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CRD 6256709
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 | 2022-07-06 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
2226 South Congress Avenue, West Palm Beach, FL 33406 • United States
Jupiter, FL • 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 | 11/2013 | Present |
FIXED ANNUITY AND INSURANCE PRODUCTS. 5 HOURS PER MONTH. Buttelman & Associates Financial Services, Is Investment Related, DBA, Financial Professional, 11/20/2013,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. PALM BEACH GARDENS HIGH SCHOOL ADVISORY BOAR Is Not Investment Related, School Support, Committee Member, 2019-03-01, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, "To support the school with business advice, education from my industry, and sponsorships."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-19 |
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