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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-15 |
Branch Locations
Los Angeles, CA • 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
177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ango Llc | Studio City | CA | 06/2015 | 12/2018 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2023 | Present |
| Unemployed | Los Angeles | CA | 12/2018 | 01/2023 |
| Pension 101 | San Dimas | CA | 08/2025 | Present |
1) LA PENSION PLANNERS POSITION: Financial Specialist NATURE: DBA/Pension Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 1/19/2023 ADDRESS: 177 E Colorado Blvd Office 3055 Pasadena CA 91105, United States DESCRIPTION: DBA/Working for this company as a Financial Specialist. 2) LA WEALTH PLANNER POSITION: Agent NATURE: Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 1/19/2023 ADDRESS: 177 E Colorado Blvd Office 3055 Pasadena CA 91105, United States DESCRIPTION: Life Insurance 3) AAAAF LLC POSITION: CO-Owner NATURE: Holding Company. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 3995 Avenida Del Sol, Studio City CA 91604, United States DESCRIPTION: Holding Company for tax purposes This LLC was formed in 2018 and at the time is held different investments. Since then, the investments and business inside this LLC have been closed. What is still left inside the LLC is an investment account at Morgan Stanley which holds long term stock securities that pay qualified dividends. 4) Pension 101 POSITION: User NATURE: Personal Education and Lead Generation. COMPENSATION TYPE: No Compensation. INVESTMENT RELATED: No. NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 8/11/2025 ADDRESS: 457 W Allen Ave, Suite 110, San Dimas, CA, United States DESCRIPTION: Passive Partner providing insight on how the pension education platform should work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-17 |
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