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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-08 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macaroni Grill | Oviedo | FL | 12/2008 | 11/2017 |
| Voyage Retirement | Altamonte | FL | 01/2016 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 05/2022 | Present |
Voyage Retirement, Investment Related, Insurance Business, Insurance Agent,2016-01-30,15 hours per month,5 hours per month during trading hours, Commission Compensation, Assist with providing solutions for insurance for clients. Voyage Retirement, Not Investment Related, Medicare referral agreement, Insurance Agent,2022-06-01,2 hours per month,0 hours per month during trading hours, Flat referral fee, Medicare referral business. Business name: Glow and Grow with Liz, Business Address: 110 Crooked Pine Drive Sanford FL 32773, Position Held: Fitness and Nutrition Coach, Expected annual income: 1000, Compensation Type: Other, Hours Per Month: 2-10, Hours Per Month Trading: n/a, Involvement status: ACTIVE, Start: 2026-05-13, Activity description: Liz will be creating and helping people with their nutrition and fitness goals, Investment Related?: NO, 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.): None
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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