Zachary D Egbert

Current Employers

Gwn Securities Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2012-11-16

TX RA
APPROVED

Since 2012-11-16

Branch Locations

8080 N. Central Expressway Suite 1700, Dallas, TX 75206 • 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

209 W. College Street, Mesquite, TX 75149 • 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

Organization	City	State	From	To
Gwn Securities Inc	Palm Beach Gardens	FL	11/2012	Present

11/2012 → Present

Gwn Securities Inc

Palm Beach Gardens, FL

Previous Registrations

2009-09-21 → 2012-11-16

Legend Advisory, Llc

Dallas, TX

Palm Beach Gardens, FL

Mesquite, TX
2006-09-08 → 2009-09-22

Equitable Advisors, Llc

Dallas, TX

Other Businesses

EGBERT WEALTH MANAGEMENT POSITION: MANAGING PARTNER NATURE: TAX PURPOSES ONLY INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2014 ADDRESS: 8783 HALSTEAD CT, DALLAS TX 75243 DESCRIPTION: TAX PURPOSES ONLY Intirety Wealth Management Is Investment Related, DBA, Financial Professional, 2024/07/01, 160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with investment sales.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-09-07

S66 Uniform Combined State Law Examination

2006-09-07

Designations

Other Names

Zach Egbert
Zachary Egbert

View on SEC IAPD