Bernard Joseph Audet

Current Employers

Employment History

• 05/1984 → 04/2025
  Creative Financial Planning Org
  Wayne, PA
• 01/2015 → 03/2017
  Metlife Securities Inc.
  Newtown, PA
• 07/2016 → 04/2025
  Massachusetts Mutual Life Insurance Company
  Newtown Square, PA
• 03/2017 → 04/2025
  Mml Investors Services, Llc
  Newtown Square, PA
• 02/2026 → Present
  Gwn Securities
  Palm Beach Gardens, FL
• 04/2025 → Present
  Platinum Planning Solutions
  Newtown Square, PA

Previous Registrations

• 2017-03-25 → 2025-03-10
  Mml Investors Services, Llc
  Newtown Square, PA
  Haverford, PA
• 2010-04-15 → 2017-12-31
  Newsquare Capital, Llc
  Newtown Square, PA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Newtown Square, PA
• 2002-06-21 → 2015-01-02
  New England Securities
  Newtown Square, PA
  Newtown Square, PA

Other Businesses

(1)NAME: BERNIE AUDET INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: INDIVIDUAL LIFE & HEALTH POSITION: AGENT START: 04/2013 NO HRS: 1 NO HRS DUR TRADING: 1. (2)NAME: BERNIE AUDET INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: LIFE SETTLEMENTS/VIATICALS POSITION: AGENT START: 01/12 NO HRS: 0 NO HRS DUR TRADING: 0. Business name: Platinum Planning Solutions, Business Address: 18 Campus Blvd suite 100 Newtown Square pa 19073, Position Held: CEO, Expected annual income: 2000000, Compensation Type: Commissions, Hours Per Month: 160, Hours Per Month Trading: 160, Involvement status: ACTIVE, Start: 2025-06-02, Activity description: Insurance and Investment sales, Investment Related?: YES, 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.): Insurance, Investment Business name: Insurance, Business Address: 18 Campus Blvd, Suite 100 Newton Square, PA, 19073, Position Held: Owner/Agent, Expected annual income: 2500000, Compensation Type: Commissions, Hours Per Month: 150, Hours Per Month Trading: 00, Involvement status: ACTIVE, Start: 2026-01-01, Activity description: Insurance Business selling Single, Variable, Whole Life, Final Expense, Universal, Permanent & Long Term Care Life Insurances and, 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.): Life and Health

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-09-24