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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
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