Best Investors Account Sign in
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
FL RA APPROVED 2023-05-31
  • FL RA
    APPROVED
    Since 2023-05-31

Branch Locations

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

1130 Business Center Dr. Suite 2000, Lake Mary, FL 32746 • United States

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • 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
Fitness International Llc ( La Fitness) Altamonte Springs FL 04/2014 08/2017
Thebestirs Orlando FL 09/2017 01/2018
Best Buy Altamonte Springs FL 01/2018 08/2019
Voyage Retirement Solutions Altamonte Springs FL 09/2018 Present
Gwn Securities, Inc. Palm Beach Gardens FL 03/2022 Present
  • 04/2014 → 08/2017
    Fitness International Llc ( La Fitness)
    Altamonte Springs, FL
  • 09/2017 → 01/2018
    Thebestirs
    Orlando, FL
  • 01/2018 → 08/2019
    Best Buy
    Altamonte Springs, FL
  • 09/2018 → Present
    Voyage Retirement Solutions
    Altamonte Springs, FL
  • 03/2022 → Present
    Palm Beach Gardens, FL
Other Businesses

Voyage Retirement Solutions FL 214 License Yes. Insurance business. Annuity Investments. 220 East Central Parkway STE 1000, Altamonte Springs FL 32701 I am an insurance agent here. The firm is a retirement planning firm. My position is a Retirement Consultant I started Working here part time in 2018. I now work here full time 40 hours per week. (9am-5pm daily) I help county employees save for retirement by managing their insurance accounts such as 403bs, and life insurance accounts.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-30
  • S65 Uniform Investment Adviser Law Examination
    2023-05-30
Other Names
  • Marcellous Fletcher

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Palm Beach Gardens, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor