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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-25 |
Branch Locations
940 West Valley Road Suite 1200, Wayne, PA 19087 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
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 |
|---|---|---|---|---|
| Kades-Margolis Corporation | Wayne | PA | 07/2014 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 09/2015 | Present |
INSURANCE, Is Not Investment Related, "6915 Shalkop St, apt 2, Philadelphia, PA, 19128, United States" ,Insurance, Insurance Agent, 2016-05-01, 5 hours per month, 0 hours per month during trading hours, Commission Compensation, Life and Long Term Care Insurance Kades Margolis, Is Investment Related, DBA, Financial Professional, 09/21/2015,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. Business name: Julie Aranowitz Financial Services LLC, Business Address: 421 Country Club Drive Lansdale, PA 19446, Position Held: President, Expected annual income: 100000, Compensation Type: Other, Hours Per Month: 40, Hours Per Month Trading: 0, Involvement status: ACTIVE, Start: 2026-01-15, Activity description: Starting and S Corp for the financial business- all income is from GWN. , Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): CFP, insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-12 |
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