Todd Jordan Rashkin

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

• 06/2002 → Present
  Contemporary Employee Plans, Inc.
  Yonkers, NY
• 06/2014 → 09/2018
  Cetera Advisors Llc
  Denver, CO
• 10/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2018 → 10/2021
  Equitable Advisors, Llc
  New York, NY
• 10/2021 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2018-10-15 → 2021-10-25
  Equitable Advisors, Llc
  Melville, NY
• 2018-07-12 → 2018-10-03
  Cetera Advisors Llc
  Lido Beach, NY

Other Businesses

CONTEMPORARY EMPLOYEE PLANS, INC. | BENEFITS SUPERMARKET POSITION: Vice President NATURE: Financial Services, Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2002 ADDRESS: 1767 Central Park Ave., Suite 300, Yonkers, NY 10710, United States DESCRIPTION: DBA, Selling and servicing group medical & employee benefits plans

Exams

• S66 Uniform Combined State Law Examination
  2018-07-10
• S63 Uniform Securities Agent State Law Examination
  2014-06-21

Other Names

• Todd Rashkin